Savings & Investment advice

 

Protecting the value of your investments from being eroded by inflation is paramount.

And yet, many people still have investments that are earning returns at less than the rate of inflation

 

Over 30 years’ of expert investment advice

 

We have years of experience guiding clients through many financial decisions and options, understanding that different life stages require different approaches.

We believe the key to successful investing is to understand the relationship between why you are saving, what tolerance to risk you’re comfortable with and if a retail investment will help you achieve the objective or not.

The challenge is to also understand whether the frequent changes to products, legislation, and personal tax will help or hinder you achieving your goal.

Once you have an investment plan in place, we recommend reviewing the performance of your portfolio at least annually, to ensure performance is as expected and your investments are still appropriate for your changing circumstances.

That’s what we mean by long-term peace of mind.

 

Selecting the right investments for you

 

We will sit down with you and gather all of the information necessary to determine your requirements, including your attitude to risk and you tax position.

We offer a range of services to help you meet your investment objectives. We provide independent investment advice which we will discuss with you as described in our important information about our services document which will be provided at the first meeting. We will design the appropriate combination to help you achieve your financial objectives.

You will also benefit from our appointed representative status of 2plan wealth management Ltd, a national financial services company. This relationship gives our clients access to a wide range of services and solutions on competitive terms.

Regular reviews of your investments (where the service is taken up) help to ensure that they remain relevant to any changes in circumstance and provides peace of mind.

Get in touch today to find out how you can benefit from our experience, our tried and trusted asset allocation models and robust fund research.

Do note the following:

The value of investments and income from them can go down as well as up.

You may not get back the original amount invested.

Thank you for all your help in structuring the financial details of my retirement as professionally and efficiently as you
did. It was certainly a comfort for someone not in financial services to have such expertise on hand to evaluate our
requirements and develop a suitable solution. It gives my wife and I great confidence and peace of mind to know that
our investments and pension payments are under such professional management.

Mr O.

Bristol, 12/2023

We have been working with Rathmore Financial since 2018 and have been very pleased with the advice and the
services provided. We would definitely recommend your company.

Mrs D.

Gloucestershire, 12/2023

We are very happy with the many years of our association with Rathmore. Their advice has been invaluable and the
way they work makes us confident that we will be looked after now and in the future

Mr & Mrs H.

London, 12/2023

As a true novice in the world of investment, I found the experience to be smooth sailing thanks to my
financial advisor, Mr Paul Scobie. From the outset, Paul was friendly, and professional, ensuring I
understood each step of the process and was diligent with determining the type of investments best
suited to me and my future needs. I have no hesitation in recommending his services and that of
Rathmore Financial.

Mrs J.

Gloucestershire, 12/2023

Contact us today to book your initial consultation