Who we are

Before we have the pleasure of meeting you, here’s a bit about us

  1. Home
  2. >
  3. About
  4. >
  5. Who we are

Our vision is to be a financial services partner and trusted advisor to our clients and a company our people are proud to work with.​

 

Trust is the foundation of all successful financial relationships. You need the confidence that we know what we’re doing, will honour our commitments, and make you – our client – our highest priority.

At Rockwell you’ll find a dedicated team of expert financial advisors with more than 18 years experience delivering positive financial results for our clients.

We are utterly focussed on helping our clients live their best financial life.

We are committed to delivering excellent outcomes for our clients – whether they are employed, self employed or retired. ​

We are over 20 people, managing €78mln+ of client assets, with offices in Dublin City Centre.

We have a purpose over and above profit. We are a team who recognises the freedom a healthy financial situation in life  brings and so are passionate about supporting our community and helping those less ‘well off’ through life circumstances.

Our Associated People

Robert Whelan

Managing Director

E. hello@rockwellfinancial.ie
T. 01 296 6120

MAKE APPOINTMENT

Pete McKavanagh

Senior Financial Advisor

E. pete@rockwellfinancial.ie
T. 086 062 0777

MAKE APPOINTMENT

We'll Help With All Your Questions

GET IN TOUCH