Financial advice, from experience

 

With over 30 years’ experience we believe financial planning shouldn’t be complicated. We provide the reassuring independent advice you need in a fair and clear way.

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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:

Personal financial planning

From cash flow planning to expert tax planning advice and independent investment and savings advice.

Retirement planning

With more options available to you at retirement than ever before getting the right advice is critical.

Professional Connections

Supporting accountants and solicitors by providing their clients with expert advice including Trustee, Attorney and Deputyship services.

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

Meet the team

 

Will Molony

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.

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Meet the team

 

Floyd Fombo

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.

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Meet the team

 

Paul Scobie

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.

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Contact us today to book your initial consultation

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