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
I have found the regular reviews with you Will, to be re-assuring. Over the past few years pension’s legislation has been changing and markets have been particularly volatile. Our meetings allow me keep track on my fund so I can plan.
Paul F (CEO) Hampshire
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 Mr. Tate, I would like to thank you for helping me with my retirement mortgage. You made a seemingly complicated matter, to me, very easy to understand. I very much appreciated your friendly and efficient approach every step of the way. I would not hesitate to recommend you to my friends. Thank you once again.
Mrs. D. Bowyer ( Norwich)
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
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)
'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
See all testimonials