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.

read more

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
'Morning Will, Just a note to say thank you very much for all your hard work and due diligence on my behalf. Kind regards David'
David F…retired Property Developer
‘Quite frankly Will, you have always been so understanding, I am grateful for your help and advice.
Penny L. Retired (Egham, Surrey)
Dear Floyd Just a short note to say a very big thank you ! My sister was right when she recommended you to me because she trusted you.
Devinder Bowell
I am writing to thank you for your assistance with the recent remortgage of my house. Given the current financial climate, I was very nervous that my 5 year fixed rate deal was due to come to an end in September 2008. You scoured the market looking for the best deal, and then ensured that all the paperwork was completed quickly, to ensure that we didn't lose out on the offer.
Rachel Targett
Will, thank you for your help in sourcing a retirement income that satisfies our immediate income needs, also provides flexibility for the future as well as protecting Jean’s interests. You found options that I didn’t even know existed!
Mike S (MD) Northampton
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)
See all testimonials