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.
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...
"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. Thanks so much to you all."
Will is one of the founding directors of Rathmore Financial Limited. He maintains the same level of enthusiasm and drive for financial planning as he did when he entered the industry in March 1978. It’s just one of the reasons while multiple generations of families have turned to him for financial advice.
A firm believer in having a deep understanding of client needs, Will has used his experience to become an expert in retirement options and pension transfers, and this has enabled him to become a holder of the retirement advice standard from the Society of Later Life Advisers (SOLLA).
Away from Rathmore Financial, Will can be found tending his garden, throwing pots and cheering on Leicester City FC.
In his 18 years in the industry, Floyd has developed an impressive CV. He has worked as part of a large national IFA’s specialist advisory team, reached the status of Chartered Financial Planner and is Bristol’s longest serving independent SOLLA member.
His experience means that he is equally at home in recommending both conventional and complex financial solutions to his client’s needs – all of which are made based on a deep understanding of their requirements.
Outside of work Floyd spends time with his young family, and can often be found behind the stove or his BBQ as he follows his passion for food beneficiaries.
Paul’s career in financial advice spans over 30 years. During this time he has built an impressive network of both personal and corporate clients, all of whom benefit from his expertise across personal cash-flow planning, at-retirement planning and a rigorous approach to problem solving.
His experience of dealing with an ever-changing saving and investment environment, supported by robust and comprehensive long-term financial planning methods, mean that his clients can be confident his recommendations will stand the test of time.
In his spare time Paul can often be found travelling the globe; a great way to indulge another of his passions – architecture.
After graduating with a history degree in 2008, Chris launched into a career in financial services, moving into the advice sector 6 years later. As a Chartered Financial planner, Chris concentrates on detail; the financial plans that he designs for clients are distinct and comprehensive, ensuring his client’s needs are met to their fullest. His own personal background has shown him the importance of financial planning, ensuring that appropriate steps are taken to protect everyone’s financial future. Away from work, Chris likes to travel, applying what he finds abroad to his other great love, cooking. He is always devising and serving delicious meals to his friends and family.
Contact us today to book your initial consultation