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
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
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)
‘Quite frankly Will, you have always been so understanding, I am grateful for your help and advice.
Penny L. Retired (Egham, 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
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
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
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