Savings & Investment advice
At a time of low interest rates, protecting the value of your investments from being eroded by inflation is paramount.
And yet, many people still have investments that are earning returns at less than the rate of inflation
Over 30 years’ of expert investment advice
We have many years’ experience of guiding clients through the myriad options and understand that different life stages will also require different approaches.
We believe the key to successful investing is to understand the relationship between why you are saving, what tolerance to risk you’re comfortable with and if a retail investment will help you achieve the objective or not.
The challenge is to also understand whether the frequent changes to products, legislation, and personal tax will help or hinder you achieving your goal.
Once you have an investment plan in place, we recommend reviewing the performance of your portfolio at least annually, to ensure performance is as expected and your investments are still appropriate for your changing circumstances.
That’s what we mean by long-term peace of mind.
Selecting the right investments for you
We will sit down with you and gather all of the information necessary to determine your requirements, including your attitude to risk and you tax position.
As independent financial advisers, we are able to search the whole of the market and find savings and investment opportunities that suit your individual needs. We will design the appropriate combination to help you achieve your financial objectives.
You will 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.
Regular reviews of your investments are included as standard – giving you long-term peace of mind.
Get in touch today to find out how you can benefit from our experience, our tried and trusted asset allocation models and robust fund research.
The value of investments and income from them can go down. You may not get back the original amount invested.
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
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.
In his 18 years in the industry, 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.
Paul’s career in financial advice spans over 30 years. During this time he has built an impressive network of both personal and corporate clients, all of whom benefit from his expertise across personal cash-flow planning, at-retirement planning and a rigorous approach to problem solving.
His experience of dealing with an ever-changing saving and investment environment, supported by robust and comprehensive long-term financial planning methods, mean that his clients can be confident his recommendations will stand the test of time.
In his spare time Paul can often be found travelling the globe; a great way to indulge another of his passions – architecture.