Financial Planning in Ely
Bring your financial life together.
Structured, evidence-based financial planning for Ely families, professionals and retirees who want clear decisions around pensions, investments, tax and long-term security.
Chartered Financial Planning for Ely
Financial planning for Ely clients who want every part of their financial life to work together.
Whether you're planning for retirement, reviewing investments, or protecting your family's future, we create a joined-up strategy that covers pensions, tax, cashflow, estate planning and the choices that matter to you.
As Chartered financial planners, we are held to rigorous standards of ethics and competence. Our fixed-fee model means our advice is never influenced by product commissions.
How we help clients plan their financial future
Our process
How we work with you
From first conversation to ongoing partnership, our process turns your goals, pensions, investments, tax position and future spending into one written Financial MasterPlan.
Getting to know you
Your life before your money
This meeting is at our cost. We learn what matters to you, what you want life to look like, and whether financial planning can add genuine value.
Financial MasterPlan
Your roadmap in writing
We prepare your Financial MasterPlan, combining cashflow forecasting, tax planning, pension analysis, investment recommendations and clear next steps.
Implementation
Putting the plan into action
We handle the paperwork and provider liaison, from setting up accounts to consolidating pensions where appropriate, so your plan moves from theory to action.
Ongoing coaching
Keeping life and money aligned
Annual reviews, market updates and proactive advice as your life evolves. Three clear price bands based on your situation - no hidden costs.
For ongoing coaching and planning, we divide our clients into three price bands based on value added, complexity and time.
For those with smaller portfolios, percentage fees can work out cheaper. If that applies in your case, you will have that option.
Why Ely clients trustrockwealth
Your financial situation deserves careful attention from qualified professionals who take time to understand what matters to you.
We provide transparent fixed-fee advice that puts your interests first. No commission, no product-led agenda — just clear advice from a Chartered planning team in Cambridgeshire.
Financial Planning questions from Ely clients
What does financial planning include?
It brings together pensions, investments, savings, tax, retirement income, family priorities and estate planning into one practical plan.
Is financial planning only for people close to retirement?
No. Many clients start earlier because decisions about pensions, investments, tax and family goals are easier when there is time to plan.
Do you charge fixed fees?
Yes. We agree transparent fixed fees before work begins so you know what the advice will cost.
What our clients say
Your Ely financial planner
Our Cambridge office supports clients across Ely and the surrounding area.
rockwealth Cambridge
Milton Hall, Ely Road, Milton, Cambridge, CB24 6WZ
Start with clarity, scale with confidence
rockwealth helps families across Cambridgeshire build financial security - with evidence-based investing, fair fixed fees, and advice that puts your life first.
