Cheltenham-headquartered financial planning firm, rockwealth, has announced a major new investment from Söderberg & Partners, one of Europe’s leading financial groups, following approval from the Financial Conduct Authority.
The deal represents a significant vote of confidence in rockwealth’s evidence-based, client-first approach and reinforces its long-term commitment to serving clients across Cheltenham, Gloucestershire and beyond.
Founded in Stockholm in 2004, Söderberg & Partners employs around 5,000 people across Europe and is known for backing advice firms which prioritise transparency, long-term thinking and fair value for clients.
Joakim Bornold, spokesperson for Söderberg & Partners, said: ‘We have invested in rockwealth because we see a strong cultural alignment and a shared commitment to long-term, client-focused advice. We believe rockwealth is exceptionally well-positioned for the future and we are genuinely excited about what we can achieve together.’
For local clients, rockwealth has been clear that nothing will change on a day-to-day basis. Advisers remain the same, the investment philosophy stays intact and the firm continues to operate on fair, fixed fees.
Founder and managing partner Tim Horrocks said: ‘When an experienced European firm examines what you do and decides it is worth backing, that is a powerful validation of our approach.
‘But for clients, nothing changes. Your adviser remains your adviser. We are a strong national firm that continues to offer great local service from Cheltenham, with experienced financial planners focused on doing the right thing for their clients.’
The investment strengthens the infrastructure behind every rockwealth office, including its Cheltenham base, providing deeper resources and broader support. Increased scale will also help secure better pricing on investment platforms and fund management, with savings flowing directly to clients.
There are 14 rockwealth offices operating across England, Wales and Scotland, with client assets under advice approaching £1 billion. Further locations are planned as the firm continues to grow from its Cheltenham roots.
