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About us

Rational Finance Ltd offers offers truly Independent Inheritance Tax, Investment and Financial Planning advice. We're a small firm, but offer advice of the highest quality, and have clients throughout the UK. What's more we're a firm that has the coveted Chartered Financial Adviser status.

We offer:-

  • Honesty and integrity.
  • Positive and practical advice.
  • Innovative and cost-effective solutions.
  • Clear, jargon-free communication.
  • A quick response to your queries.
  • Clear costings with no hidden extras
  • Free initial discussion

There's no such thing as a "free lunch" and every business needs to make a profit. Rational Finance is no different. But we're open and honest and we do not hide the true costs from you. Everything we do is done openly and rationally with your complete agreement.

Equally nobody likes to commit themselves to any cost or obligation without knowing the people they're dealing with and being sure they're up to the job. For these reasons we offer a free initial discussion, either face-to-face or over the telephone, without obligation and even the phone call is free!

If you want us to formally advise you on your inheritance tax liability or other areas of financial planning, then we will agree a pricing structure/commission structure that both you and we are happy with prior to ANY FINANCIAL OBLIGATION.

 

 
  If you want to know how you can reduce your inheritance tax liability, or help with other financial advice,  and want to speak to an adviser, without cost or obligation, then call us now on 08000 112 034 or contact us online.
 
   
   
   
 
 
 
 
 
 
 
Rational Finance Ltd is authorised and regulated by the Financial Services Authority under reference 470362.
Registered Office: 137 Goddard Avenue, Swindon, Wiltshire, SN1 4HX. Company Registration Number: 6283642.
The guidance and/ or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Tax rates, thresholds, and allowances quoted may be subject to change.
 

 

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Got a question? Want to speak to an expert?

 Contact us free &
no obligation

08000 112 034

 

 
 
 
 
 
© 2009