About Us
Discover our core values and the personal approach that defines your financial journey with us.
Your Financial Future, Our Commitment
At Rainbird Financial, we believe true wealth isn't just about money; it's about the freedom from financial stress, allowing you to live the lifestyle you desire, on your terms. As fully independent financial planners, we provide unbiased advice and solutions, ensuring you have access to the entire market to find the best options for your unique financial goals. We provide the clear financial planning and professional support you need to focus on enjoying life, not worrying about your finances.
Our Story & Philosophy
Rainbird Financial was founded by Luke Rainbird, driven by a clear vision for how financial planning should be. After years in the industry Luke saw a growing trend from larger firms: impersonal service where clients became mere numbers and providing good outcomes was an afterthought. This starkly contrasted with the 30-year legacy of deep client relationships and organic growth built by his father, Chris. Rainbird Financial was established to rekindle that spirit: offering comprehensive, high-quality service, fair costs, and truly personal connections that put you first.
Our Approach to Service
Our commitment to high-quality service means we treat you as an individual, not a number. You can expect proactive communication from us, ensuring you're always informed and confident. We pride ourselves on quick responses to your queries, and every piece of advice is personalised, crafted specifically for your unique situation. For us, understanding you as a person and your life's aspirations is always the starting point. We offer a range of services designed for different needs, so you only pay for what you value, with clear fee structures upfront and no hidden charges.
Building Deep Relationships
We believe the most effective financial planning comes from long-term relationships built on a foundation of trust. We genuinely treat our clients like family, ensuring your goals are always our top priority and putting your needs before our own. As we often know more about your financial life than anyone else, that trust is crucial for achieving the best outcomes. We typically meet regularly, and our commitment extends beyond just work; being genuinely local means we often share a common understanding of your lifestyle, enriching our partnership throughout life's journey.
Always on Your Team
We are firmly on your team. Our approach is always collaborative, meaning we work with you, empowering you to make confident decisions. Unlike firms that prioritize their own bottom line, we believe you should never feel like just a number on a screen. Your aspirations and financial wellbeing are at the heart of everything we do. Our growth comes exclusively from recommendations from satisfied clients, reflecting our commitment to building genuine, trusted relationships.
Our Location & Reach
While we're proudly based on the south coast of England, with a strong connection to clients primarily in the South Hams and wider Devon region, our reach extends further afield. We're delighted to support clients across the country who value our personal approach and commitment to their financial success.
Ready to Plan Your Financial Future?
Contact our expert team now to discuss how we can help with your needs. It's never too early to plan for tomorrow, your financial future starts today. Let's plan it together.
Get in TouchWhat Our Clients Say
"I just want to say thank you for the peace of mind you gave us. Now we can focus on enjoying retirement without worrying about how we're going to fund it"
- Fiona
"Professional, knowledgeable, and genuinely caring. You helped me build a great plan and navigate my investments with confidence."
- Jane
"You made it all seem so much easier, and completely eliminated the things I was worried about. Looking forward to catching up again soon."
- David
"There's nobody else we'd rather work with. No pretence, just common sense advice for normal people"
- Emily