Meet the team...
Your initial consultation with Rathmore Financial is completely at our expense, with absolutely no obligation at all. This gives us a chance to learn more about your circumstances, and for you to get a feel for how we work and how our service could support you.
Advice Team and Directors
Client Support Team
Andrew Back MCSI
Managing Director and Independent Financial Planner
Andrew has been in wealth management since 1991 with key roles in major Financial Services businesses such as AXA, Old Mutual (now Quilter) and UBS.
A career supporting financial advisers and wealth managers has included being a Director within UBS’s private wealth team and more recently Chief Commercial Officer for a Global investment custodian, supporting private client wealth managers and multi-family offices.
After 30 years’ experience of supporting financial advisers and wealth managers, along with various financial planning qualifications and the Investment Management Certificate (IMC), Andrew’s role is both as a practising Adviser as well as running the company day to day.
Andrew is married to Claire and they have two children.
CONTACT ANDREW
Ian Cooke FPFS MCSI dip(DFM)
Director
With over 30 years of experience in the financial services sector, Ian has worn multiple hats, ranging from financial planning and practice management to managing a national network of IFAs.
A Fellow of the Personal Finance Society and a Chartered Financial Planner, Ian has a deep-rooted interest in holistic financial planning. Beyond his daily work, Ian is a public speaker, and he writes and delivers training material tailored for the financial planning and wealth management sectors.
In recent years, Ian has delved into financial technology (fintech), managing major change programmes for high-end and discretionary wealth management firms. He has been pivotal in designing web-based, single-platform, multi-channel solutions for an array of clients including networks, compliance firms, IFA firms, and wealth managers.
Ian is married to Sara, and has two children.
CONTACT IANFloyd Fombo FPFS
Head of Financial Planning
Since joining the profession in 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.
CONTACT FLOYD
Cheryl Vince DipPFS
Client Manager
Cheryl started her financial services career in 1994 and has deep experience spanning both being an adviser and supporting clients, as well as supporting advisers themselves.
Having been with Rathmore for over a decade she is passionate about getting things done properly, using Rathmore’s robust systems and processes to ensure positive client outcomes.
Cheryl holds a Diploma in Financial Planning, giving a technical understanding which complements her years of experience.
CONTACT CHERYLLindsey Hedges DipPFS
Client Manager
After initially working in banking, Lindsey went on to start her own business; a background which helps her to really understand the importance of looking after clients.
She has been with Rathmore for a number of years and having successfully completed her Diploma in Financial Planning, has developed core technical understanding across a broad range of financial planning aspects.
CONTACT LINDSAY
