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
‘Quite frankly Will, you have always been so understanding, I am grateful for your help and advice.
Penny L. Retired (Egham, Surrey)
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)
Thanks for all your hard work and frustration. Thanks also for your moving-in card and good wishes from yourself and staff. Much appreciated. We are now settled in and my wife has worked very hard. I now have the residue of funds from my solicitor and can enclose the £500 for all your efforts. Once again, many thanks, and I am sure we can do further business in the future.
Nicholas Twite
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)
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
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
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