Episode 04: Tim Horrocks

Tim Horrocks, Founder & Managing Partner at RockWealth

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode

In this episode Abraham and Tim delve into the details around:

• How Tim got into financial planning.

• Tim’s role at RockWealth and his vision for the business.

• Tim’s work with Betafolio and how it helps with portfolio management.

• Tim’s exit strategy.

• Tim’s input on EBAL and the importance of driving this.

• How Tim invests his retirement money.

Guest profile

Tim Horrocks is the founder and a managing partner at RockWealth. He qualified in 2003 and holds the international-standard ISO qualification for financial planning.

Tim also holds advanced qualifications in pension transfers and, in tax and trust issues. A graduate in economics, he still lives in Cheltenham, where he grew up.

Service is very important to Tim, he works with his clients to build and preserve capital, often ultimately planning to spend or gift this over a client’s lifetime.