Rotherbrook Financial Planning

Rotherbrook Financial Planning Rotherbrook Financial Planning provides wealth management and financial advice to individuals, families and businesses.

Advising clients on retirement planning, inheritance tax planning, life assurance and investment planning. Rotherbrook Financial Planning has been built on three key principles: Quality, Integrity and Trust. Quality - Our financial advice is tailored to meet your specific requirements. Our aim is to ensure that your financial needs are met during all stages of life from buying your first home, to

planning your retirement and protecting your estate from inheritance tax. Integrity - Our clients remain at the forefront of everything we do. We pride ourselves on providing clear and honest advice. Trust - Our emphasis is to establish and maintain well-founded relationships with our clients. We understand that trust is vital to all successful financial planning and welcome the opportunity to develop long term relationships with clients at our regular review meetings.

It is pleasure to be able to support March for Men with Kev in 2026. A fantastic local charity that raises awareness in ...
01/04/2026

It is pleasure to be able to support March for Men with Kev in 2026.

A fantastic local charity that raises awareness in Petersfield and the surrounding areas.

A big thank you to Rotherbrook Financial Planning for backing March for Men with Kev 2026 as our 2.5 route sponsor 👣
Together we keep the message growing: awareness, early testing, and support 💙 Rotherbrook Financial Planning PCaSO - Prostate Cancer Support Organisation

The conflict in Iran continues to drive political and economic uncertainty across the world. Less than a month in, UK co...
30/03/2026

The conflict in Iran continues to drive political and economic uncertainty across the world. Less than a month in, UK consumers are already experiencing higher product costs across certain markets. How will your finances fare in the next year amid the heightened volatility?

The conflict in Iran continues to drive political and economic uncertainty across the world. Less than a month in, UK consumers are already experiencing higher product costs across certain markets. How will your finances fare in the next year amid the heightened volatility?

Keep calm and carry on – geopolitical effects on markets prove temporary.The recent attacks on the Iranian leadership an...
09/03/2026

Keep calm and carry on – geopolitical effects on markets prove temporary.

The recent attacks on the Iranian leadership and subsequent retaliatory actions across the Middle East have caused widespread geopolitical volatility.

The recent attacks on the Iranian leadership and subsequent retaliatory actions across the Middle East have caused widespread geopolitical volatility. Unsurprisingly, they have also left many investors wondering what actions they should now be considering.

26/11/2025

Autumn Budget 2025 - Headlines:

Salary sacrifice - Charging National Insurance on salary-sacrificed pension contributions over £2,000, but only coming into force in 2029.

‘Wealth taxes’ - Increasing the tax rates on property, dividends and savings income by 2% (but only for the basic and higher rate bands on dividends).

ISA reform - Reduction in the Cash ISA allowance to £12,000 in 2027 whilst those over 65 will keep their full £20,000 cash allowance.

Income tax threshold freeze - Income tax and National Insurance Contributions thresholds have been frozen for three years from 2028-29.

Inheritance tax - the £1m allowance for the 100% rate of agricultural property relief and business property relief will be transferable between spouses and civil partners.

Council tax - Surcharge on properties worth over £2m from 2028.

Address

Antrobus House, 18 College Street
Petersfield
GU314AD

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441730239853

Website

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