Adviser Proposition

The Rockmas proposition for retiring IFAs, or those wishing to exit the industry, is designed to enable IFAs to receive an ongoing income stream rather than sell their client bank.

We can ensure that clients receive a continuing level of quality service in pre-retirement, transition to retirement and post retirement.

The objective is to ensure that clients continue to receive ongoing advice and IFAs receive a good level of income.

We would welcome a conversation if you think that this strategy fits in with your exit plan for you and your clients.

For further information please call


Paul Davies-James

Direct: 0208 418 9100

Mobile: 07872 558 555


John Cusack

Direct: 0207 582 3876

Mobile: 07768 202 711