rockwealth Aberdeen opened its doors in March 2022 and the first 10 months have exceeded the expectations of founder and Chartered Financial Planner Lloyd Davies. Lloyd is therefore delighted to be able to announce that Claire Rocks has joined the firm in the newly created role of Client Support Manager.
Claire was Lloyd’s main support when the pair worked together at Central Investment Services (now Ascot Lloyd) so they know each other well and Claire will be a familiar face to many of Lloyd’s clients. With more than 13years of financial services experience Claire will assist Lloyd in delivering a level of service and client outcomes which the firm can be proud of.
Speaking about the recent appointment Lloyd said “I am delighted that Claire has chosen to work with me again, she has slotted seamlessly into her new role and will be vital in ensuring we deliver an excellent client experience.”
Claire says that “when the opportunity to join rockwealth Aberdeen presented itself it was an easy decision to make, a complete no brainer! I’m happy to be working with Lloyd again and very excited to see what the future has in store for us.’”
rockwealth Aberdeen is an IFA driven by evidence-based investing and fairer fixed fees. Despite being less than one year old the firm is already helping a large number of client families in Aberdeen, the shire an beyond achieve their financial goals and would be delighted to speak to anyone who wants to find out how we could help them. Please visit https://www.aberdeenifa.com/ for more information on rockwealth Aberdeen and how they might be able to help you.
Lloyd and Claire look forward to welcoming clients new and old to the rockwealth Aberdeen office in the excellent neospace facility on Riverside Drive, Aberdeen.