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We are Independent Financial Planners and Investment Advisers offering a wide range of Financial planning services to both individuals and businesses
Financial planning organizes finances to meet personal goals through budgeting, saving, and investing. It involves setting strategic objectives and managing resources effectively.
Our investment services focus on strategically allocating funds into diverse assets to maximise future returns. We aim to grow your wealth and meet your financial objectives.
Helping you plan for retirement by managing and growing your pension funds. We provide tailored advice on contributions and investments to ensure your retirement savings work for you.
Helping you manage and reduce potential liabilities on your estate. We offer expert advice on tax strategies and estate planning to ensure your assets are transferred smoothly and tax-efficiently to your beneficiaries.
© 2019 Rafter Associates Financial Management Ltd.
All rights reserved | Rafter Associates Financial Management Ltd is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA Register under reference 116031.
T: 01604 889073
E: enquiries@rafterassociates.co.uk
Rafter Associates Financial Management Ltd,
Spring Fields, 9 Spring Hill Farm,
Harborough Road,
Pitsford, NN6 9AA