Strategic partners

To help provide expert advice in all areas Rock IFA has established strategic partnerships with a number of specialist firms and individuals. A few of these are listed below

More detail will be provided over the coming weeks

Commercial finance – The Commercial Mortgage Desk.

Company pensions - Lighthouse Plus Pensions Service

The team is led by Mark Wilson, an expert in pension reviews and pension transfers. He is a Fellow of the Personal Financial Society, an Associate of the Chartered Insurance Institute (CII) and a Senior Examiner for the CII in pension examinations.

Debt solutions - Alister Betts of Debt Dr.

“Alister brings 20 years of banking experience with him as a debtDr, specialising in debt solutions for individuals through to Limited Companies. Using the experience of debtDr in this field, Alister is able to offer straightforward advice on all available solutions and their suitability for each personal financial situation.

The first meeting is free and without any obligation to review your current financial circumstances and the immediate future. Alister offers a sympathetic ear, can attend court hearings if necessary and will defend your position all the way.  Alister will use his skill, knowledge and experience to make sure you are in the best possible financial position following completion of your recommended solution.

Whether the solution is a negotiated settlement, debt relief order, debt management plan, creditors’ arrangement, bankruptcy, defending repossession or an IVA (Individual Voluntary Arrangement), or dealing with business and company debts: rest assured, whatever your financial position, Alister and debtDr will be with you until it is resolved, prescribing you ‘life without debt’”

Foreign exchange - World First foreign exchange

World First is one of the UK’s leading foreign exchange brokers specialising in saving clients money when they transfer funds overseas. Their dedicated service reduces the hassle of making overseas payments, speeds up the transfer process and significantly reduces the cost of your transfers.

Whether you are transferring your pension or making a one-off payment, you will have your own dedicated broker at hand to answer any questions you have and they will tailor the service to meet your individual requirements.

World First offers the following benefits to clients;

  • Preferential exchange rates, regularly saving clients up to 4% in comparison to the banks
  • Faster Payments (Same-day for Euro, Sterling and Dollar payments)
  • No commission and significantly reduced transfer fees, if any
  • Full access to hedging strategies, protecting you from negative rate movements in the future
  • Regular payments system, ideal for pension or mortgage transfers
  • Your own personal broker
  • Free Market rate and watch service

If you like to discuss your individual requirements please contact World First and we will be happy to talk you through the options available to you for your transfers.

World First

General insurance – Higos Insurance services

Group employee benefits – Lighthouse Group Employee Benefits.

Employees are the single most valuable asset in the majority of businesses so getting the most from them is critical in corporate success. It is widely acknowledged that the benefits you offer employees have a significant impact on attracting, motivating and retaining good people. Benefits encompass any element of an employee’s total reward and compensation for doing their job.

Lighthouse Group Employee Benefits division assists with the strategic and operational management of over 1,000 employee benefit arrangements on behalf of around 350 corporate clients throughout the UK. This PDF details the services we provide and how we work with corporate clients.

The businesses we assist range from PLCs to small owner-managed companies and partnerships. Our goal is to ensure that our corporate clients derive the maximum impact, and therefore the greatest value for money, from the benefits they offer.

Long term care - Nicky Cave of Eldercare Ltd.

Nicky has been a financial adviser in financial Services for 16 years and has specialised in care fees funding for 7 years. In addition to her work in Eldercare, Nicky also chairs and contributes to a variety of industry groups concerned with care and funding for the elderly. Nicky won the award for the Best Intermediary in Long Term Care at the prestigious Health Insurance awards, 0ctober2006.

Private medical insurance – Philippa McQueen of Western Provident Association

Philippa is a Health Insurance advisor. She is FSA regulated and an Appointed Representative of WPA.

WPA is a leading UK health insurer with a heritage of over 100 years. We provide medical insurance tailored to your needs and budget.

Your policy provides access to prompt medical treatment, at the UK hospital of your choice.

At WPA our aim is to continually deliver award-winning quality to our customers. This is reflected in the standards of service we set ourselves and awards we have received. Most recently, WPA have won the British Insurance Awards for Customer Care 2009.

Philippa McQueen’s Specialties:

Specialist in providing flexible, award winning, customer service focused health insurance at a fair and affordable price. Clients: corporate, professionals, individuals and families.

WPA

Mortgages - David Lossl of “The Really useful Mortgage People”

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