Rafter Associates Financial Management Ltd

Independent Financial Planners & Investment Advisers

We are Independent Financial Planners and Investment Advisers offering a wide range of Financial planning services to both individuals and businesses

Helping you gain financial freedom

Financial Planning

Financial planning organizes 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 and investments 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.

What our customers have to say

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