Rathmore Financial Ltd

Independent Financial Adviser Rawleys Field, 25 Three Stiles Road, Farnham, Surrey, GU9 7DE
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
12th August 2019
Financial Advice From Experience
We can advise you on
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Will Molony Dip PFS
Director
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
I have found the regular reviews with you Will, to be re-assuring. Over the past few years pension’s legislation has been changing and markets have been particularly volatile. Our meetings allow me keep track on my fund so I can plan.
Paul F (CEO), Hampshire
It was good to see you again this morning and we want to take this opportunity to say many thanks for your continuing sound advice on our financial affairs. Your retirement advice giving us all the information and options on how best to invest our retirement income and other assets - faultless. Better still was your patience, shown when we persisted in asking questions that must have appeared to you to be so obvious, giving us the time to assimilate the information, any implications and discuss them.
Bev & Barry Y, Surrey
Where to find us

Rawleys Field, 25 Three Stiles Road, Farnham, Surrey, GU9 7DE

Make an enquiry
About us

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

All our advisers are actively involved in pre and at retirement planning*, estate preservation and trustee investment planning.

Will Molony helps clients to make decisions regarding selecting an appropriate retirement income option, also designing investment solutions that meet our clients expectations, wealth management and general financial planning.

Make the wrong choice at retirement and people may find themselves receiving much less income that they are entitled to, paying more tax** than is necessary and finding that they have not made adequate provision for their dependents.

Floyd Fombo, based in Bristol, is a member by accreditation of the Society of Later Life Advisers (SOLLA) and specialises in advising on Equity Release mortgages***, Long Term Care fees planning.

Paul Scobie, also in Bristol, specialises in creating structured personal cashflow planning strategies, to add further depth to financial planning principles and clearer potential outcomes.

Our retirement planning service includes advising on transfers from Final Salary or Defined Benefit Pensions****.

Our services

We provide Independent Financial Advice to the over 55's. We excel at providing financial wellbeing in later life. As you get older, financial matters can cause increasing levels of stress, we aim to relieve that stress and leave our clients in a better position financially. We advise people at retirement who want the best income from their pension savings. For those in retirement with financial worries we advise on additional forms of income such as equity release, then when you become too frail to live independently, we show you how to pay for care without breaking the bank.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Rathmore Financial is a trading name of Rathmore Financial Ltd, which is an appointed representative of TenetConnect Ltd.

Rathmore Financial Ltd is registered in England and Wales under registration number 07769982. Registered office address: Trym Lodge 1 Henbury Road, Westbury-On-Trym, Bristol, BS9 3HQ

*A pension is a long-term investment. The fund may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

**Tax treatment is based on individual circumstances and may be subject to change in the future.

***Equity Release may require a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.

****By transferring your occupational pension scheme benefits into a personal arrangement, you may be giving up rights to guaranteed benefits, known levels of pension income and increases that will be applied in the future.

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