Season 1: Episode 31
Duration: 45 minutes
In this episode of the Transact Podcast, Andrew Cullen-Jones, Chief Development Officer at Transact, is joined by Tim Horrocks, Founder of rockwealth, to explore the lessons, decisions and philosophies that have shaped rockwealth's journey from a small advisory firm in Cheltenham into a UK-wide financial planning business.
Topics covered including:
building an advice business from the ground up
the realities of becoming directly authorised
scaling from a local firm to a national network
evidence based investing and factor investing
fixed fees, fair pricing and client outcomes
why behavioural coaching is often the biggest source of adviser value
using technology, data, and AI to support ownership and long-term growth
how pension inheritance tax changes could influence future planning strategies
Throughout the episode, Tim shares candid insights on entrepreneurship, leadership and what it means to build a business around a clear philosophy, while keeping clients at the centre of every decision.
Whether you're an established adviser, considering setting up your own firm, or interested in the future of financial planning, this episode is packed with practical takeaways and thought-provoking ideas.
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This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.