Rafters Associates Financial Management
We are independent financial planners and investment advisers offering a wide range of financial planning services to both individuals and businesses
Financial Planning
Financial planning organises finances to meet personal goals through budgeting, saving, and investing. It involves setting strategic objectives and managing resources effectively.
Investments
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.
Pensions
Helping you plan for retirement by managing and growing your pension funds. We provide tailored advice on contributions, investments and withdrawals to ensure your retirement savings work for you.
Inheritance Tax
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.
About us
Meet the team
Neil Rafter
BSc (Hons) DipPFS
Managing Director and Financial Planner
James Pulham
BSc (Hons) FPFS
Director and Chartered Financial Planner
Joe Swanwick
BSc (Hons) FPFS
Chartered Financial Planner