Building financial security for the future is vital for peace of mind, especially as one gets older. When we were first introduced to James Wallace and his team we felt reassured and confident that w... See more
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We have been treated so well by our Investment manager James Wallace and his team at Rathbones, Exeter. Apart from his extensive knowledge and reassuring personality, we are grateful for his diligence... See more
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I have been a client of Rathbones Exeter for many years, and I can honestly say the service has been consistently exceptional. They are everything you would hope for in a wealth management fi... See more
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We feel they have our interests at the forefront of all they do for us. To talk to and have visits for someone that we know gives us the confidence in the management of our portfolio .
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Company details
Written by the company
Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth.
Our services
Written by the company
- Investment Management
- We offer extensive investment management services that are built around you, your future goals and your values. Our starting point is to discuss your individual investment needs and develop a personal investment plan for you.
- Financial Planning
- Financial planning can help you organise your finances so you can make the most of your money. We start by getting to know you and your current and long-term needs as well as any personal goals. Using this information, we will work with you to create clear and precise financial objectives to work towards, aiming to reduce complexity and help you focus on what matters to you.
- Asset Management
- Rathbones Asset Management is the fund management division of Rathbones Group, which offers a range of actively managed funds covering variety of asset classes to meet your capital growth and income requirements.
- Family Office, Trust and Tax Services
- We offer a range of corporate trustee, corporate executorship, trust advisory, inheritance tax and succession planning, tax planning, and private philanthropy services.
- Offshore Investment Management
- Based in both Guernsey and Jersey, we cater for the investment needs of individuals and families, charities and professional advisers who are looking for offshore investment management.
- Ethical and Sustainable Investment
- For over 20 years, our Greenbank team has been at the forefront of creating bespoke ethical, and sustainable portfolios for our clients.
- Personal Injury and Court of Protection
- Our dedicated personal injury (PI) and Court of Protection (COP) team works closely with clients, deputies, trustees and families to help meet their current and future needs.
Contact info
The Senate (Level 4), Southernhay Gardens, EX1 1UG, Exeter, United Kingdom
- 0139 220 4404
4.2
Great
6 reviews
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Building financial security for the future.
Building financial security for the future is vital for peace of mind, especially as one gets older. When we were first introduced to James Wallace and his team we felt reassured and confident that we were doing the right thing by investing with Rathbones. For us having an ethical investment portfolio is important, and this has been achieved. We are able to see exactly where our money is invested and how our shares are doing. James and his team provide us with helpful advice and support whenever needed, and take the time to explain complicated issues for us. We cannot praise them enough and are extremely happy to recommend their services.
March 2, 2026
Unprompted review
Reply from Rathbones - Exeter
Dear Dr M,
Thank you for taking the time to share your experience. We’re pleased to hear that working with James and his team has given you reassurance and confidence in planning for the future. It’s great to know that your ethical investment priorities are being met, and that the transparency and ongoing advice provided have been helpful. Your recommendation is very much appreciated.
Best wishes,
Abbey
One of our best decisions
We have been treated so well by our Investment manager James Wallace and his team at Rathbones, Exeter. Apart from his extensive knowledge and reassuring personality, we are grateful for his diligence when dealing with our account. He is never too busy to talk about our investments and it is always a pleasure to meet up with him annually. We have no hesitation in recommending him and the service we receive from Rathbones.
March 1, 2026
Unprompted review
Reply from Rathbones - Exeter
Dear Sah,
Thank you very much for your review. We're delighted to hear that James is always reassuring and there to talk about your investments. It's great to know you have no hesitation in recommending James - he will be so happy to hear your feedback!
Kind regards,
Abbey
Rathbones Exeter are exceptional
I have been a client of Rathbones Exeter for many years, and I can honestly say the service has been consistently exceptional.
They are everything you would hope for in a wealth management firm — trustworthy, professional, reliable, and highly informative. I always feel fully updated and clearly informed about my investments, and any questions I have are handled promptly and thoroughly. Their responsiveness and attention to detail provide real peace of mind.
What truly sets them apart is the genuine sense that my best interests are always at the heart of every decision and recommendation. That level of care and integrity is invaluable.
A special mention must go to James, my adviser, who is simply outstanding. His expertise, guidance, and dedication are second to none. He combines deep knowledge with a personal approach that makes me feel completely confident in the advice I receive.
I wouldn’t hesitate to recommend Rathbones to anyone looking for a dependable and highly professional wealth management service.
February 2, 2026
Unprompted review
Reply from Rathbones - Exeter
Dear KS,
Thank you for taking the time to share such thoughtful feedback. We're delighted to hear that your experience with our Exeter office has been consistently positive over many years, and that our approach has given you clarity, confidence, and peace of mind. It's especially encouraging to know that you feel well informed and supported, with queries handled promptly and thoroughly.
We're also very pleased to hear your kind words about James. His expertise, dedication and personal approach are qualities we value highly - he will be so happy to hear your feedback.
Best wishes,
Abbey
Niki has been great
February 10, 2026
Unprompted review
Reply from Rathbones - Exeter
Dear Adam,
Thank you for leaving your review. It's great to hear that Niki has been great - she will be delighted to hear your 5-star feedback!
Best wishes,
Abbey
Comfort
We feel they have our interests at the forefront of all they do for us. To talk to and have visits for someone that we know gives us the confidence in the management of our portfolio .
November 11, 2025
Unprompted review
Reply from Rathbones - Exeter
Dear Eric,
Thank you for your review. We're so pleased to hear that you feel your interests are always at the heart of what we do. Building confidence and trust is central to our approach, and it's great to know that regular conversations and visits have helped you feel assured about the management of your portfolio.
Best regards,
Abbey
Highly recommended
Rathbones in Exeter have been caretakers of my funds for many years now, and the experience has been totally positive. I am extremely satisfied from a financial point of view, and I also much enjoy the friendly but professional relationship I have with my advisors.
November 11, 2025
Unprompted review
Reply from Rathbones - Exeter
Dear Patricia,
Thank you for taking the time to leave us your feedback. It's great to hear that your experience over the years with us has been really positive, and that you are very satisfied with your experience and your relationship with your advisors!
Best wishes,
Abbey
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