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rockwealth Aberdeen

rockwealth Aberdeen

5.0(30 reviews)See reviews ↓·Aberdeen

What customers say

Based on genuine customer reviews

Financial advice, pension consolidation and retirement planning are the services clients most often describe in accounts of this Aberdeen firm. Lloyd, sometimes working with Jack, is the adviser named most frequently, with reviewers repeatedly mentioning his approachable manner and his patience in walking clients through complex subjects at their own pace. A recurring theme is the clarity of the explanations: pension consolidation, activation and later adjustments are set out in terms that feel straightforward and concise, and the depth of knowledge behind the recommendations is noted often.

Communication comes up regularly too, with quick replies to questions and direct availability for discussion between scheduled annual reviews. Reliability and close attention to detail feature across several accounts, as does a personalised service in which clients feel genuinely known and cared for rather than treated as one of many. Reviewers describe sensible suggestions matched to individual circumstances, alongside support with long-term retirement planning. Trust and integrity stand out, with one client saying the advice reflects what is right for them. The team is portrayed as experienced and professional, and Lloyd's readiness to listen and respond to individual concerns is the quality clients appear to value most.

Financial AdvisorInvestment companyInvestment service

Reviews

Reviews are taken from publicly available sources.

AI
Alistair Inglis1 September 2026

I cannot speak highly enough of my experience with Lloyd and Jack at Rockwealth Aberdeen. Professional, highly knowledgeable and proactive with their advice. Highly recommend meeting with them if you are looking for a financial advisor.

GM
Gordon Mcrobbie19 June 2026

Great financial advice and customer service from Rockwealth Aberdeen. Extremely professional and always available when you need them. Highly recommend.

LM
Lynne Macfarlan19 June 2026

The most successful factor in a relationship between financial adviser and client is trust. I trust Lloyd. I trust in his integrity. I trust in his professional knowledge and experience. I trust that the advice he gives me is what’s best for me. I know this because he has taken time to know me and know about my life and what I want to achieve. It is very important to me that he cares and he makes me feel that I matter. I’m not just a client. I’m a person.

SG
STEWART GIBSON7 May 2026

I have dealt with Rockwealth for some time now and have always had good service, advice and communication from them, particularly Lloyd. A good, experienced team of people.

MI
marion ironside25 February 2026

Financial planning can feel intimidating but Lloyds personable and warm approach immediately put us at ease He is professional and takes the time to ensure you’re comfortable with every decision.

SM
Shona McKay25 February 2026

I have found LLoyd to be very knowledgeable, apprachable and trustowrthy. He is very good at explaining things and always responds very quickly to any queries I have had. I am very happy with advice give and how my pension is being looked after.

RG
Raymond Garden20 February 2026

We would just like to express our thanks to Lloyd and his team for their continued professional and friendly service. We are very happy to recommend Rockwealth Aberdeen as financial advisers

Financial advisers in Aberdeen compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Aberdeen are compared.

RankProviderRatingReviewsOpen Sat.
1rockwealth Aberdeen (this page)★ 5,030No
2City Gate Aberdeen Ltd★ 4,727No
3VT Wealth★ 4,48No
4City Financial (Aberdeen) Limited★ 4,33No
5Albyn Associates Financial Management LLP★ 3,85No
Contact
+441224021766www.aberdeenifa.comNeo House, Riverside Dr, Aberdeen AB11 7LH
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–13:30
SaturdayClosed
SundayClosed