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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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
‘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
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
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)
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
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
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
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