About Us

We believe financial planning shouldn’t be complicated. We provide the reassuring independent advice our clients need in a fair and clear way.

We focus on providing the most appropriate, impartial advice based on your individual situation and our in-depth understanding of solutions available. We provide independent advice so we can consider a broad range of different providers and wide range of products that we can recommend; this would not be the case for a firm that provides restricted advice.

Independence is important, as Rathmore Financial Chartered Financial Planners can use the widest research to source a relevant solution for your needs, circumstances and preferences.

We will provide our “Important information about our services” document that describes our independent advice services and costs in more detail before engaging to supply our services to you or your family.

Trusted and Experienced Advisers

With over 30 years’ experience we’re proud to have worked with generations of families across the UK, helping them make the right financial decisions throughout their lives.

We have a proven track record of helping clients with everything from securing investment returns to making the most of their hard-earned retirement savings, funding long-term care fees and reducing inheritance tax bills.

Our reputation is extremely precious to us and that’s why we are so proud of the long-term relationships we have built with our clients.

Clients regularly recommend us because they value our empathy and experience when difficult decisions need to be made.

We also work with a number of business clients across the South of England and further afield, advising them on employee benefits services, providing corporate tax planning advice and protecting their businesses.

Appropriately Qualified Specialists

You will find that our financial planners and advisers hold the widest range of appropriate qualifications.

The pension transfer Gold Standard is granted by the Personal Finance Society (the professional body for financial advisers) and provides a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, based around a set of principles.

Rathmore Financial Chartered Financial Planners has adopted this standard and principles, so consumers can be confident they are dealing with a firm that is going beyond minimum requirements when giving pension transfer advice.

Our hard working and professional team’s specialisms complement each other, giving you access to a wealth of expertise at competitive prices.

Our clients also benefit from our appointed representative status with TenetConnect Ltd, a national financial services company. This relationship gives our clients access to a wide range of services and solutions on competitive terms.

Experience shows that while change is inevitable, consistent service prevails over everything.

Rathmore advisers know that the firm’s reputation is building, as existing clients continue to refer new clients.

All Rathmore advisers are shareholders.

They share the responsibility for everything that is done, they are accountable for each step of the advice process.

Get in touch today to find out more about how we can help.

Tax treatment is based on individual circumstances and may be subject to change in the future.

The Financial Conduct Authority does not regulate inheritance tax planning and some types of employee benefits (i.e. workplace pensions).