Rathmore Financial Ltd

Independent Financial Adviser  The Chase, Chiltlee Manor, Bramshott and liphook, Hampshire, GU30 7AZ
First meeting at adviser's own cost
Chris Butcher APFS (Liphook) After graduating with a history degree in 2008, Chris launched into a career in financial services. A Chartered Financial planner, he concentrates on detail; the financial plans he designs are distinctive and comprehensive.
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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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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
9.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Chris Butcher
Chartered Financial Planner
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. You are now helping me re-invest some compensation paid out earlier this year. On all occasions I have been astonished at the amount of detail contained in your reports. They are extremely thorough, researched with great care and easily understood. May I just also mention the help provided by Mary for her unstinting support and expertise. Thanks so much to you all.
Gay B, retired, Surrey
About us

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

Rathmore Financial Ltd is an Independent Financial Adviser (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: The Chase, Chiltlee Manor, Haslemere Road, Liphook, Hampshire, GU30 7AZ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    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
9.0/10
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FCA authorised
Last authorised 3rd August 2020

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