Rathmoor Limited

Rathmoor Financial Consultants, based in Bristol, UK, is a small, active company founded five years ago. With two directors and two owners, it’s a family business employing just two people and holding £135,350 in assets. The company operates from a real address and is registered as a chartered firm, aligning its ethics and values with providing knowledgeable financial advice.

Rathmoor Financial specializes in providing financial planning services, including cash flow planning, tax planning, and investment advice, primarily targeting individuals and businesses in later life. It also offers trustee, attorney, and deputyship services to supporting accountants and solicitors. The company’s website details a range of services, from personal financial planning to retirement planning, emphasizing a reassuring and independent approach. Client testimonials highlight the firm’s expertise and the peace of mind it provides.

Financially, Rathmoor Financial shows a mixed picture. Current assets increased by 32% to £140,000, while net assets grew by 16% to £68,000. Bank borrowings decreased slightly, and cash reserves increased substantially by 650% to £12,000. Creditors increased by 34%, suggesting a potential need for better cash flow management. The company’s small size (meeting two of three conditions for turnover under £10.2m, assets under £5.1m, and fewer than 50 employees) allows for flexibility, but the increase in creditors warrants closer monitoring. The financial statements are unaudited, as the company is exempt due to its size.

The company’s focus on later-life financial planning and its chartered status position it well in a growing market, but the increase in creditors suggests that it’s important to keep a close eye on its cash flow.

Registered in England/Wales under the registration number 12209978, with a registered address at PR7 1LB, England, Chorley, Lanacashire, 2 Southport Road.

WARNING:The numbers have been rounded for simplicity and may be inaccurate.Please, refer to the latest financial report for verification.