To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
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.
Registered in England and Wales under reference: 0776 – 9982
Registered Office address: Trym Lodge, 1 Henbury Road, Westbury-On-Trym, Bristol, BS9 3HQ.
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