Financial advice from experience
Between now and April 6th, here are four areas that you should be thinking about for your end of year financial planning – before it’s too late to act.
Long-term care fees advice & planning
When a loved one loses their independence, it can be stressful for the whole family. We understand that what you really want is to find the best care for your elderly relative.
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.
Latest news and articles
Between now and April 6th, here are four areas that you should be thinking about for your end of year financial planning – before it’s too late to act.read more
If you have a partner, then registering lasting powers of attorney for each other is one of the most important steps you can take to plan for old age.read more
Instead of worrying or being stressed, it’s a moment to embrace organisation, planning, saving, and making 2015 a year of financial success.read more