Reviews are the vital ingredient.
Continuous focus and thought delivers a thorough understanding; and identifies at the earliest opportunity when change is taking place.
This is the reason our ongoing advice service is so valued.
The service is only effective when there is a clear understanding of a client’s personal, family and financial ambitions.
The comprehensive and consistent nature of Rathmore Financials’ review process highlights new needs, predicts where changes need to be made to the plan and keeps you on track.
Clients are reassured that the participative analysis and consideration continues year after year..
Contact us today to find out more
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.
Since 1999 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.