Providing financial planning, advice and peace of mind..

..through truly understanding you and your goals.

Corporate Chartered status – Chartered Insurance Institute (CII)

We are reassuringly independent and also hold Chartered status, awarded by the CII.

This shows we meet the highest professional standards and have achieved advanced qualifications, giving you confidence in the quality, expertise, and trustworthiness of the independent financial advice we provide.

How do we help you achieve financial peace of mind?

We guide you through a 4 step process...

Why?

We listen and understand you, your story and your goals
  • Why are you seeking Financial guidance?
  • Where are you trying to get to and where are you now?
  • What do you want to do before you die?

How?

We inspire and create your financial plan
  • How much is enough?
  • How much can you spend before running out of money?
  • Could you actually be spending more / taking less risk?

What?

We implement and manage your plan giving you bespoke financial advice
  • The Financial tools to make the plan happen:
    Estate/IHT planning
    Retirement / Income withdrawal
    Investments (Longer term)
    Savings (Short/Med term)
    Mortgages
    Health / Disability / income protection
    Protection (Life Assurance)

When?

We manage and review with you on an ongoing basis as a trusted long term partner

Understand

Inspire & plan

Implement

Review

£47,706
Better off over a decade
Those who take advice are better off in retirement *
3% p.a. extra
The extra return that can be added through using a financial planner **
£1.2bn
The amount of unnecessary inheritance tax paid in the UK ***
41% increase
41% increase in the amount of  inheritance tax paid ****
 Source: * International Longevity centre/Royal London, ** Independent studies such as Capital Sigma: The Sum of the Various Sources of Advisor-Created Value, by Jianan Du, Yinsi Qi, Brandon Thomas, Janis Zvingelis of Envestnet, 29/5/15, *** Cheney Goudling / HMRC most recent figures from 2017/18, **** The Office for Budget Responsibility.

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.

Thank you for all your help in structuring the financial details of my retirement as professionally and efficiently as youdid. It was certainly a comfort for someone not in financial services to have such expertise on hand to evaluate ourrequirements and develop a suitable solution. It gives my wife and I great confidence and peace of mind to know thatour investments and pension payments are under such professional management.

Mr O.

Bristol

Floyd has just left.............
Absolutely brilliant: he certainly knows his stuff, explained our options clearly and concisely and was very helpful in looking forward to the time when "it" happens to one of us.

An excellent 'advertisement' for Rathmore - but you will know that already.

Mr & Mrs S.

Surrey

As a true novice in the world of investment, I found the experience to be smooth sailing thanks to my financial advisor, Mr Paul Scobie.

From the outset, Paul was friendly, and professional, ensuring Iunderstood each step of the process and was diligent with determining the type of investments bestsuited to me and my future needs. I have no hesitation in recommending his services and that ofRathmore Financial.

Mrs J.

Gloucestershire

We have been working with Rathmore Financial since 2018 and have been very pleased with the advice and theservices provided.

We would definitely recommend your company.

Mrs D.

Gloucestershire

We are very happy with the many years of our association with Rathmore.

Their advice has been invaluable and theway they work makes us confident that we will be looked after now and in the future

Mrs D.

Gloucestershire, 12/2023

Rathmore Financial is completely independent and fully regulated via the Financial Conduct Authority (FCA).
Please see the bottom of the website or contact us for more details.

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