Welcome to Rathmore Financial Ltd
We are specialists in helping clients achieve and maintain financial wellbeing in later life. We also provide a comprehensive range of financial planning services, including:
Personal financial planning
From cash flow planning to expert tax planning advice and independent investment and savings advice.
Tax treatment is based on individual circumstances and may be subject to change in the future.
The Financial Conduct Authority does not regulate cash flow planning and tax planning.
Retirement planning
With more options available to you at retirement than ever before getting the right advice is critical.
The Financial Conduct Authority does not regulate occupational pensions.
Professional Connections
Supporting accountants and solicitors by providing their clients with expert advice including Trustee, Attorney and Deputyship services.
The Financial Conduct Authority does not regulate legal services.
What our clients say…
The firm’s success is measured by the longevity of its client relationships, the testimonials that they provide and the number of referrals to new clients that they make.
May I record our thanks for your help once again. You quickly grasped what we needed and your proposals for the best course of action to achieve our aims were succinctly expressed. Finance is a bit of a minefield for the layman so we consider ourselves to be fortunate to have you looking after our best interests.
Contact us today to book your initial consultation