Rainsford Financial Planning

Our Vision

At Rainsford Financial Planning, we believe in empowering individuals and families to achieve financial security and peace of mind. We are passionate about providing tailored financial guidance and support, ensuring your financial wellbeing is proactively managed for a prosperous future.

Who We Are

Established in 2016 by experienced Chartered Financial Planner Damon Rainsford, our firm offers a comprehensive and personalized approach to financial planning tailored to your unique needs and aspirations. Our team has a proven track record of assisting clients in navigating complex financial situations and achieving their financial goals.

Our Values

Our core values guide our interactions and service delivery:

• Integrity: We operate with transparency and honesty, prioritizing your best interests.
• Professionalism: We leverage our expertise and resources to provide informed and reliable advice.
• Client-centeredness: We prioritize understanding your individual needs and aspirations to create tailored plans.
• Sustainability: We advocate for long-term financial planning that considers your future generations.

1. Financial Planning

We work with you to develop a comprehensive financial plan that aligns with your financial goals, risk tolerance, and values. This includes:

• Assessing your financial situation and identifying potential risks and opportunities.
• Defining your financial goals and aspirations.
• Developing a tailored financial plan that includes savings, investment, and debt management strategies.

2. Investment Planning

Our independent approach allows us to select from a wide range of investment options to construct a diversified portfolio that aligns with your unique goals and risk tolerance.

3. Pension Planning & Estate Planning

We help you navigate the complex rules and regulations surrounding pensions and estate planning. This includes:

• Pension consolidation and transfer strategies.
• Estate planning with a focus on inheritance tax mitigation.
• Creating a robust financial protection plan that addresses potential risks.

4. Tax Efficiency Planning

We leverage our expertise to help you maximize your tax efficiency by utilizing available allowances and planning opportunities.

5. On-going Review & Support

Your financial plan is not a static document. We provide ongoing support and review your plan regularly to ensure it remains relevant and aligned with your evolving needs and circumstances.