Are you part of a professional organisation looking to develop a connection with an experienced and specialist team of independent financial advisers?
Rathmore Financial has, over the years, built up long-standing relationships with accountants, solicitors, professional deputies and mortgage advisers in Bristol, London and the South East.
In each of these relationships, we have been able to offer our expertise and experience, as part of a joint effort to formulate solutions for the sole benefit of our mutual clients.
Our advisers recognise the value of working with other professionals, as this can only enhance the customer experience – adding further depth to the service provided.
Our areas of speciality include:
Our advisers have an in-depth knowledge of Trustee roles and responsibilities. We also have an adviser who holds the STEP Certificate for Financial Advisers – Trust and Estate Planning.
This in depth knowledge of the various forms of taxation imposed on different investment products within the various types of Trust that are commonly used in today’s market, allows us to tailor the most suitable investment solutions for a Trust and the wider beneficiaries when they become entitled.
We are able to review existing Trustee investment solutions to assess if they are still fitting. Changes to taxation and trustee legislation may mean that new solutions are a better fit.
We can also provide advice at the point of establishing a Trust, whether that be for capital preservation, income or capital growth.
Court of Protection & Personal Injury
Rathmore advisers have the experience and knowledge required to manage the financial assets of Personal Injury Trusts and for Court of Protection financial planning.
Within each of these areas we are able to call upon our extensive pool of resources to ensure that solutions have a positive impact, where possible.
If engaged early in the process, we are also able to overlay our cash flow planning tools, to assist with calculating a suitable capital value that should be claimed via the courts – allowing for a long term sustainable income stream.
Attorney and Deputyship Services
With advisers carrying the SOLLA Later Life and Retirement qualifications, and Floyd Fombo being Bristol’s longest serving independent SOLLA adviser, we have a wealth of knowledge and experience assisting individuals and professionals alike when acting as an attorney or deputy.
Offering robust solutions, that are stress tested with detailed cash flow analysis, we can provide the reassurance that Professional Attorneys and Deputies require. Our experienced professionals also have an understanding of the state benefit system and how best to utilise this to the advantage of the mutual client where necessary.
If you think your organisation’s expertise could fit well with ours please contact us.
Do note the following:
The FCA (Financial Conduct Authority) does not regulate the above named services.
Contact us today to find out more
Will is a founding partner of Rathmore Financial and maintains the same level of enthusiasm and drive for Financial Planning as he did when he entered the industry nearly 40 years ago. 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.