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.

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.

RS, Shepperton, Middlesex

Retired surveyor

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.
Gay B., Kingston on Thames, Surrey

Retired TV executive

Contact us today to book your initial consultation