Corporate Chartered status is awarded by the Chartered Insurance Institute the professional body for insurance and personal finance.

It involves a public commitment to align ethics and values with providing knowledgeable advice backed up by qualifications, continued professional development and always concentrating on the best customer outcomes.

Rathmore Financial Ltd understands that appropriate financial planning is vital for the long-term wellbeing of individuals, families, and businesses. It is a key driver of financial security and resilience.

With over 30 years’ experience we believe financial planning shouldn’t be complicated. We provide the reassuring independent advice you need in a fair and clear way.

The first hour of an initial meeting is always at our expense as is the provision of ‘an initial summary’.

There is no need to worry as there are no hidden costs or nasty shocks. See Personal Client Agreement (PCA).

Meetings can be face to face or remote, by telephone, or online.

If you decide to engage for our transactional initial investment services, be re-assured that we charge clients through an hourly rate where we agree the number of hours that will be dedicated to a case at outset

Rathmore Financial Ltd. fully understands that each individual is unique and respects differences, in other words our firm embraces diversity and always treats people fairly, regardless of age, disability, gender reassignment, pregnancy and maternity, marriage and civil partnership, race, religion and belief, sex, and sexual orientation.

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:

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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.

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

Mr O.

Bristol, 12/2023

We have been working with Rathmore Financial since 2018 and have been very pleased with the advice and the
services provided. We would definitely recommend your company.

Mrs D.

Gloucestershire, 12/2023

We are very happy with the many years of our association with Rathmore. Their advice has been invaluable and the
way they work makes us confident that we will be looked after now and in the future

Mr & Mrs H.

London, 12/2023

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 I
understood each step of the process and was diligent with determining the type of investments best
suited to me and my future needs. I have no hesitation in recommending his services and that of
Rathmore Financial.

Mrs J.

Gloucestershire, 12/2023

Contact us today to book your initial consultation