Meet the people behind your financial plan
Chris Wallsgrove and Owen Williams bring experience, clarity and a personal approach to helping you make confident decisions about your future.
Chris Wallsgrove BA (Hons), APFS
Director, Chartered Financial Planner
Chris co-leads rockwealth Leamington Spa. He has worked in financial planning since graduating from the University of Liverpool in 2002, where he read Economics and History. Armed with a broad range of financial planning qualifications, Chris is a Chartered Financial Planner with a particular interest in pensions and retirement planning.
Chris is excited about helping clients find profitable fun in financial planning, and works with individuals, families and business owners across Leamington Spa and the wider Warwickshire area.
Owen Williams FPFS
Director, Chartered Financial Planner
Owen has worked in financial services for more than 15 years. He is a Chartered Financial Planner (CII), a Fellow of the Personal Finance Society (PFS) and a member of the Society of Later Life Advisers (SOLLA).
Owen provides full financial planning and wealth management services to business owners and people either side of retirement, with a particular focus on later-life advice.
“I was drawn to this profession by the meaningful impact you can have on people’s lives through proper planning and guidance. Financial planning is much more than simply helping our clients with their money. It is helping them plan for, and live, the life they wish to lead.”
A nationwide team of Financial Planners
rockwealth Leamington is part of the wider rockwealth group, one of the UK's leading evidence-based financial planning firms. With several offices across the country, we combine local, personal service with the expertise and resources of a national practice.
Start with clarity, scale with confidence
You do not need to have all the answers before speaking to us. Tell us what is on your mind and what you would like life to look like; we will help you understand your options and the next step. Book a free, no-obligation conversation with our team today.
