Rock was established by Stuart Davenport and Emma Scarr in 2018 to provide you with dedicated easy to use Paraplanning support. Our goal is to save you time, allowing you to focus on adding value and growth to your business.
We offer a highly personalised service, tailored to your exact requirements, giving you the benefits of a Paraplanner without the ongoing employment cost. You only pay for what you need, when you need it.
Combined we have worked in Financial Services for over 40 years. Stuart holds the CII Advanced Diploma and Emma holds the CII Diploma.
Our experience spans all aspects of financial services, working for high street brands, national IFA’s and networks.
We have strong technical and regulatory knowledge obtained through compliance roles and can effectively interpret legislative and regulatory requirements. Our careers have given us extensive experience and understanding of what makes a compliant file.
We produce robust file research which clearly demonstrates why a recommendation is being made and suitability reports which are personalised to your client.
Stuart has also worked as an IFA specialising in advising on defined benefit transfers. We understand the increasing regulatory and time-consuming pressures you face.
We want to help you overcome these obstacles and grow your business from strength to strength.