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 tariff of charges.

Meetings can be face to face (when safe) or remote, by telephone, ‘FaceTime’ or other technology medium.

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.