specialist financial advisers

Rathmore are specialists in helping clients to financial wellbeing in later life, as well as providing a full financial planning service.

Whether you need an income option to fit your retirement lifestyle, funding for care home fees or advice on how to reduce your Inheritance Tax bill so your heirs benefit, our advice is always relevant, impartial and tailored to individual circumstances.

Improve your financial position and enjoy peace of mind by talking to Rathmore’s Independent Financial Advisers.

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Articles

How to cut your tax bill with some end-of-year financial planning. read more
Why You should have a Lasting Power of Attorney read more
Getting Your Post Christmas Debt Under Control read more
How to protect your finances during divorce read more
It was good to see you again this morning and we want to take this opportunity to say many thanks for your continuing sound advice on our financial affairs. Your retirement advice giving us all the information and options on how best to invest our retirement income and other assets - faultless. Better still was your patience, shown when we persisted in asking questions that must have appeared to you to be so obvious, giving us the time to assimilate the information, any implications and discuss them.
Bev. & Barry Y. Retired (Surrey)
What would we have done without you! It has been a difficult four years financially for the family and the situation has been handled with great understanding and patience. You sorted out a long term care package quickly and efficiently for my elderly mother who suddenly needed to go into a care home and then recommended a very suitable financial investment portfolio for her. You are now helping me re-invest some compensation paid out earlier this year. On all occasions I have been astonished at the amount of detail contained in your reports. They are extremely thorough, researched with great care and easily understood. May I just also mention the help provided by Mary for her unstinting support and expertise. Thanks so much to you all.
Gay B retired (Surrey)
‘Will thank you for your efforts on our behalf. We have received your very detailed report and wish to go ahead with your recommendation’.
Mark and Barbara W (retired just!) Surrey
I am writing to express our absolute delight with your service. We came to you at the start of the year for advice on a new mortgage. I have recently become self employed. and in light of the recent credit crunch, all of the usual high street banks were unwilling to consider offering us a mortgage. Not only did you find several lenders that were prepared to offer us the right amount of finance we required, you managed to filter through the offers for us, and present the most cost effective ones. The arrangement fee that you negotiated us was an absolute bargain, and our fixed term rate is truly unbeatable in the current markets. We don't know how you did it, but we are glad you did. You have saved us thousands of pounds, and helped us to get the home we wanted. Thanks to you and your team
David and Paula Salisbury
The arrangement of our investments through your advice Will, to provide for our long term security as well as a current income has been explained to our full understanding. Thank you for the work you have carried out on our behalf
Neil and Pat A. Retired (Surrey)
Just a quick note to thank you for your efforts Will, the first annuity payment has just arrived into my account and is more than I ever could have envisaged all those years ago. I would not hesitate to use your services again and also recommend you to anybody requiring financial advice.
Brian B (retired just!) London
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