Rathmore Financial Limited

Independent Financial Adviser  Trym Lodge, Bristol, Bristol, BS9 3HQ
Paul Scobie DipPFS (Bristol) 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 which includes cash-flow planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
Mr Paul Scobie
Director- Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

We work with clients in Bristol, Gloucester, Somerset, Surrey, Sussex, Greater London and Hampshire.

Rathmore Financial Chartered Financial Planners are Independent Financial Advisers (IFA).

We believe financial planning should not 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. Independent advice allows us to consider a broad range of different providers and wide range of products that we can recommend.

Our reputation is extremely precious to us which is why we are so proud of the long-term relationships we have built with our clients.

Clients regularly recommend us because they value our empathy and experience when difficult decisions need to be made.

Initial meetings are always at our expense as is the provision of ‘an initial summary’. There is no need to worry as there are no hidden costs or nasty shocks. Meetings can be face to face (when safe) or remote, by telephone, ‘FaceTime’ or other technology medium.

Our services

We excel at providing financial well being in later life.

There are now more choices available to you at the point of retirement than ever before.

On 6 April 2015 changes to the way in which pension benefits can be taken came into force, which added to the considerations and options available with retirement planning.

We guide you with tailored retirement planning advice to help you derive a suitable solution from your pension savings, other investments, and assets that you may have built up through your working life.

We take care to look at everything that could affect its ability to provide for you and your family including income sustainability, planning for unexpected longer-term costs and efficient legacies.

Where to find us
Head office address: Trym Lodge, 1 Henbury Road, Westbury-on-Trym, Bristol, Bristol, BS9 3HQ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
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Minimum mortgage value
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Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Registered in England and Wales under reference: 0776 – 9982

Registered Office address: Trym Lodge, 1 Henbury Road, Westbury-On-Trym, Bristol, BS9 3HQ.

Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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