Welcome to Rathmore Financial
We are specialists in helping clients achieve and maintain financial wellbeing in later life. We also provide a comprehensive range of financial planning services, including:
What our clients say…
“What would we have done without you! It has been a difficult four years financially for the family and the situation has been handled with great understanding and patience. You sorted out a long term care package quickly and efficiently for my elderly mother who suddenly needed to go into a care home and then recommended a very suitable financial investment portfolio for her. Thanks so much to you all.”Gary B., Surrey
I specialise in advising clients approaching retirement – ensuring all their resources are used to support their future goals while protecting what’s important now.
I began my financial services career in March 1978 and was employed by Canada Life for 25 years as an adviser and manager. I moved into the independent sector in 2003. I have been advising some clients for over 35 years.
As a Chartered Financial Planner specialising in later life advice I aim to become the premier Later Life Planning specialist in the South West.
I joined the profession in 1999 and have achieved chartered status as well as accreditation from the Society of Later Life Advisers (SOLLA). I have a passion for estate preservation and work tirelessly to build relationships with solicitors and trustees to find appropriate solutions for estate beneficiaries.
My specialties are Long Term Care, Equity Release, Pre & Post Retirement Planning and Estate & Trust Planning.
I’m a strong advocate of using comprehensive cash flow modelling to help clients make better informed decisions and increase their understanding of how close they are to achieving their goals.
I’ve been a financial adviser since 1984, initially with a large pension and investment company before moving in to the independent sector in 1989. I take a bespoke approach to financial advice for each client – helping them combine living for today whilst also taking care of tomorrow.