How we can help you
Your adviser at Rational Finance Ltd will provide you with a high quality, professional, financial planning service if you are an individual, family, or small business. We will create a personal financial plan (or plans) based on your existing circumstances and your individual goals, and help you to implement the plan.
In creating your financial plan we will consider some or all of the following::
- Making Pensions and Retirement Income easy
- Investments in plain English
- Helping you to avoiding paying unnecessary tax
- Protecting you and your family
- Buying your home
When your plan is implemented you will be offered an ongoing service based on an agreed program of reviews to help ensure that your plan remains on track and relevant to any changes in your circumstances.
Why you can trust us
We are Chartered Financial Planners based in Swindon, Wiltshire. We were the first Independent Financial Adviser (IFA) firm in Swindon to be awarded the prestigious Chartered Financial Planner designation which is the highest recognition of our commitment to professionalism.
Because we are Independent Financial Advisors you have the comfort of knowing that you are dealing with a firm that is not tied to a single company or to a restricted group of companies. This means we can recommend solutions from across the market that are best placed to help you to achieve your financial goals.