About us

Rathmore believe financial planning shouldn't be complicated. We are motivated by a simple, deep desire to devise integrated solutions that meets the needs of every client – something we have each been doing for more than 30 years.

Families and individuals across Surrey, Sussex, Hampshire and Greater London have been placed in an improved financial position with our help.

What's more, they value our empathy and support as they make difficult decisions, sometimes at challenging times.

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

Qualifications

Rathmore Financial is led by Gordon Tate Dip PFS and Will Molony Dip PFS. Their qualifications are complementary in that Will provides investment, pension and point-of-retirement income options advice while Gordon concentrates on equity release, long-term care fees funding and Inheritance Tax planning.

Gordon is also an accredited adviser through the Society of Later Life Advisers (SOLLA).

Rathmore advisers hold full diploma qualifications from the Chartered Insurance Institute in financial protection, savings, mortgages, equity release, home reversions, investments, taxation, trusts, long-term care fees planning, pensions and point-of-retirement options.

Experience

Yet we're firm believers in the maxim, ‘Information's pretty thin stuff unless mixed with experience.' We have that experience – and a track record of helping clients achieve the best from their hard-earned retirement savings, fund for long-term care fees, reduce Inheritance Tax bills and secure investment returns that behave in line with expectations.

Rathmore means qualifications and experience.

Impartial financial advice

Our advice is impartial, we work hard for our clients and we challenge ourselves to ensure that our standards of service and knowledge continue to be relevant in a fast-changing world.

Rathmore Financial Ltd is an appointed representative of Tenet Connect, a national financial services company. The services and process that we adopt through our association with Tenet gives clients confidence that the solutions we provide are well researched, appropriate and offered on competitive terms, time and time again.

Do contact us to discuss how together we can design a comprehensive financial plan that will help you secure financial wellbeing in later life.

The Financial Conduct Authority does not regulate Inheritance Tax Planning