Rathbones - Edinburgh Reviews 

The level of attention and care that Alison Maillardet-O'Neill has exercised in managing my portfolio over the years has always been exceptional.
My preference of investment area has been respected on all occasions and beneficial advice offered frequently. The annual reports sent out, along with Alison's commentary, give a very clear picture of where things stand and our annual meetings allow discussion of options in more depth.
I am very happy with the arrangement and the relationship it has engendered.

Could not reccommend Hector, Douglas and the team more. I have been with them for a little over a year - the performance has been stellar, as I would have hoped but it is more than that. They tailoer everything to you and it is all so personal, the service has exceeded my expectations by quite some way. Really reccommend them. Jamie M

I've been with Rathbones for just over a year now and have been extremely pleased with the service provided. Hector Falconer, my fund manager, has always been a reliable point of contact when I would like something explained or I have a query. He has shown a real interest in my plans for the future has made an effort to explain how Rathbones can help me achieve them.
Regular communication from Douglas Spence also means that I am well-informed about the current market trends and movements.
Would highly recommend.

Good advice and responsive service. Ross Middleton is always very helpful.

We are so grateful for all the help and support that has been provided by Rathbones over the years. We would make particular mention of Alison Maillardet-O’Neill and her team, who have managed the family portfolio over many years. We particularly value Alison’s highly professional advice, excellent communication and supportive approach. The quality of advice and guidance given with the management of our portfolio always exceeds expectations. We would have no hesitation in recommending Rathbones to potential clients.

Justin Armet and the Rathbones Edinburgh team have managed our family trust for almost 20 years. Not only has the trust performed really well but the team's information communication, efficiency and helpful and friendly attitude has been excellent. Highly recommended.

Like many others who have written reviews, Rathbones and its predecessors have managed my family's portfolio for decades. Fenella Maclean, our longstanding adviser, retired and her shoes have been ably filled by Alison Maillardet-O'Neill in the Edinburgh office who knows us well and, together with Andy Price, has given us very helpful personalised advice.

Our family have benefited from Rathbones and David Lancaster’s advice for several years. He is very approachable, always happy to discuss any of our objectives and has given us excellent advice. Our funds and the income they generate have grown considerably under David’s management. Rathbone’s research teams keeps us informed about current investment matters and their IT systems give us all the information we need in an easily understood form.

Rathbones always keep me well informed with market movements and strategy so that my investments are achieving their aims. My fund manager Keith Mackenzie has been exemplary in this regard always on hand to answer my queries and meet with me as and when the need arises. Rathbones are an ultra professional fund management company and I highly recommend them.

We have been with Rathbones for many years and found them extremely helpful. Neil Hardman always gives us sound advice and is very supportive. We value the annual review of our portfolio.
Philip Croft and David Lipetz.

Friendly and approachable. They make every transaction exceedingly user friendly and are very pro active in their management of your investments. Would recommend without hesitation.

My family and I have been with Rathbones for many years now, after my parents death i was alone in trying to navigate a world i did not understand. A meeting at Rathbones followed, where i was introduced to Euan MacDonald who now manages my portfolio brilliantly. He is extremely professional, kind, and dedicated to achieving the absolute best results for my investments. Euan has always gone out of his way to explain the things i don't understand. His advice and guidance is second to none. Thank you Euan.

Iain Currie manages our Rathbones portfolio. We meet Iain regularly and he provides us with clear and jargon free updates. He is very efficient and extremely approachable. We have been delighted with how our portfolio has performed. We are extremely happy with the advice and professional service we have received from Rathbones.

We appreciate Rathbones personally contacting us, so we get to know our adviser, Ian Currie, and thus feel we are involved in the management of our portfolio. Also with receiving regular updates, we can keep abreast of the current situation

Iain Curry of Rathbones has been actively managing the investments in my SIPP since 2018. Over that time I have had excellent service from Iain with regular communication and reviews. My investments have performed very well over the last 8 years (including the Covid years). I have found Rathbones to be very helpful and informative, with a dynamic and sound investment strategy, and very useful updates. Overall I am very pleased with Rathbones.

My dad was a client of Rathbones for many years and spoke really highly of Iain Currie. When my dad passed away Iain helped my mum organise my dad's portfolio and gave great advice and lots of time . After a few years he is still helping and making sure her needs are met . He now advises myself and brothers as well as my mum and I have always found him to be very professional and knowledgeable and patient and would recommend him to anyone who is not used to dealing with shares and investments as he makes time to explain.

Over a long number of years and through changing and at times challenging circumstance the care and attention we have received has been constant. Clare Gunn and her colleague Rory Donelly have continued that tradition of professionalism, wisdom and sound advice, all given in the clearest and approachable way. It is a real reassurance to know that the portfolio is in such safe hands.

Iain Currie has delivered a first class service to us over the years, providing not only a wealth of professional knowledge and experience, but just as importantly a most welcome set of personal qualities, including; availability, responsiveness, patience, affability and humour. To top it all, he also provides excellent restaurant recommendations! 😉

We have been with Rathbones since they took over the Bank of Scotland portfolio and have been guided and advised,with great success, by Iain Currie.

I have been a customer for 6+ years and value the professional advice and insight of both the business as well as my portfolio manager, Keith MacKenzie.

Keith is always happy to spend time, understanding my needs and expectations, as well as being open and informative around wider market aspects and investment choices

Totally satisfied, and worry free