James Curry

rockwealth is an award-winning and chartered financial planning firm, with a network of independent Financial Planners. We offer a distinct proposition of fair fixed fees, investment solutions that work, and real financial planning.

Based in Cockermouth my speciality involves helping vulnerable clients, as such I’m a proud accredited member of the Society of Later Life Advisors (the gold standard for financial advice when care is involved).

I am also a Chartered and Certified Financial Planner as well as a Chartered Fellow of the Chartered Insurance Institute, ultimately, this gives you the peace of mind that I hold  the highest-level qualifications available.

We have recently written a helpful article explaining the benefits of working with a care specialist so please just ask me for a copy. I have also featured in The Times and the Telegraph within their Top-Rated Advisor guides.

While qualifications and technical knowledge are important, it is always helpful to understand what clients think, so like numerous professional organisations we use Vouchedfor to encourage and evaluate client reviews. Within the website there are over 50 reviews of my service for you to peruse should you wish. To find out how I can help you and/or your family please arrange an appointment, I’m happy to promise that our first meeting will always be held at our expense with you never incurring any fees without agreeing to them first.