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. And as we’re independent we’re able to recommend products from across the whole of the market.
With over 30 years’ experience we’re proud to have worked with multiple 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.
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.
Our clients also benefit from our appointed representative status with Tenet Connect, a national financial services company. This relationship gives our clients access to a wide range of services and solutions on competitive terms.
Get in touch today to find out more about how we can help.
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.
