We had our first full year review, at home with Matt. It was a very easy, and thorough review, conducted in an easy but informative manner. Looking forward to another year of a busy but enjoyable retirement.
December 2023
Very pleased with financial advice and ongoing support from Matt and his team.Have dealt with Matt since 2020 and have always found him to be helpful, knowledgeable and professional.I've found him to be a thoroughly decent man as well.
June 2023
We wouldn’t hesitate to recommend Matt Millard/ RockWealth Cardiff the have made sure that our investments are running properly and efficiently and have kept us up to date with calls and meetings. It’s lovely to enjoy your retirement without the worry of your finances and have that peace of mind.