About Rathmore Financial Limited

Floyd Fombo APFS (Bristol)In his 18 years in the industry, Floyd has developed an impressive CV. He achieved the status of Chartered Financial Planner and is Bristol’s longest serving independent, Society of Later Life Advisers - SOLLA member.
Rathmore Financial Chartered Financial Planners are an Independent Financial Advisers (IFA). We work with clients in Bristol, Gloucester, Somerset, Surrey, Sussex, Greater London and Hampshire.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.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Buy my next home
  • Equity release

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