Rathbones - Leeds Reviews 19

Rathbones provide clear reports and send regular updates as to how world affairs are affecting the markets. My interaction with the company has mainly been with my adviser David Herdsman. I always feel he has my best interests at heart and listens to what I want to do, understanding that sometimes ethics are more important than gains.

David Wainman has managed my portfolio for 9 years, previously at Brown Shipley and now at Rathbones. Investing funds for the first time was quite overwhelming for me. David is friendly and knowledgeable, understanding any concerns I may have, taking time to talk things through with me at my level. I am happy with the performance of my portfolio and how my investments are being managed. I would have no hesitation in recommending David.

My wife and I have dealt with David Wainman for many years so when he moved to Rathbones we had no hesitation in also moving with him.
Rathbones were very efficient and made all transfers seamlessly and we are extremely happy with the ongoing relationship, they are regularly in touch with market updates and recommendations.

Very smooth transition from our previous wealth management company. Excellent personal service and made to feel valued customers. A discreet approach with clear, sensible guidance with regard to our financial affairs.

After a year of silence from our previous portfolio advisors we were relieved to find David Herdsman and many of his trusted colleagues at Rathbones and we were happy to transfer our business there.

We've had a good relationship with our adviser. He makes time to speak with us and visits us to go through our portfolio. He is knowledgeable and informative. Our portfolio has increased in value.

Having known David Shorrock for many years prior to his move to Rathbones, the decision to follow him was not that difficult. I have always found David to be knowledgeable, patient and very willing to give of his time when seeking advice. He looked after my late mother's affairs in her latter years and now, not only looks after mine but also my son's and grandson's!
The move to Rathbones some twelve months ago, with David's guidance, was without issue and very smooth. Since then I have absolutely no doubt that the decision to move to Rathbones was the right one.
David does what he says he will and I have no hesitation in recommending Rathbones, and more importantly David, as in my view business is still about personal relationships and people.
Thank you, David and may we continue to work together for many years to come!

Great service. Recently moved for another financial institution. The transfer was painless thanks to Rathbones' perseverance.

Having invested with David Shorrock through another investment management company for many years, my family were very happy to follow him to Rathbones. David oversees our personal investments and handles investments on behalf of our limited company and our pension investments in a SSAS.
We continue to be very pleased with the ongoing performance of our investments and, in particular, with David's sincerity, expertise and pro-active response to the changing tax environment. He makes himself readily available by phone, email or in person and on the rare occasion he is not available, there is always a willing member of the Rathbones' team ready to step in.
Very happy to recommend both David and Rathbones.

I recently became a Rathbone client following David Wainman and found the transfer of my investments from the previous company smoothly . David always keeps me updated with my investments and I value his advise and pleased I have made the move to Rathbones

I followed David Herdsman when he moved to Rathbones.
We have built up a relationship in which he understands what I require from Rathbones. I feel David is looking after my interests.
Rathbones keep me well informed and I am very happy with the company.

We have had David Herdsman as our client manager and have great faith in him. We were happy to move our portfolio to Rathbones when he joined them. David is always extremely helpful and the transfer was seamless.

Easy access to all relevant investment information via secure app

I recently became a Rathbones client and at all times I have been kept fully informed of the process of transferring funds from a previous company which has now been completed seamlessly. I have full faith and trust in Nick Beanland, my advisor, who I have worked with in a previous situation and indeed, as have other members of my family. I look forward to a long and fruitful relationship with Rathbones.

We have known Nick Beanland for many years and have great trust and confidence in him and the advice he provides. As a consequence we were very happy to follow Nick and move our portfolio to Rathbones when he changed companies. Since then our faith has been rewarded, not only in the quality of service we receive from Nick and Katherine Wade, but also in the performance of our portfolio with Rathbones which has been very good.
The weekly newsletter we receive is very informative and Rathbones web site contains comprehensive and up to date information which is valuable.
We would be very happy to recommend Nick and Rathbones should we be asked.

We transferred our investments, ISAs and SIPPs, to Rathbones at the beginning of 2025 when Nick Beanland moved from his previous company. The transfer of our assets was handled professionally. We have known Nick for some time. and had no hesitation in moving our investments to Rathbones.
For us, investment management is a matter of trust and we have always felt safe and secure when dealing with Nick. We are happy to share with him our changing circumstances and how tax will impact our future wishes.
He is always available either in face to face meetings, telephone conversations or emails. Our queries have always been answered quickly either by him or one of his team. During the transfer, his colleague, Katherine Wade, ensured that we were always up to date.
We are pleased with the performance of the portfolios in the past year. The Rathbones website is always up to date, enabling us to review the portfolios, and is a valuable source of the information about market developments.
Overall we are very pleased with the move to Rathbones.

We moved a portfolio to Rathbones a year ago to enable its continued management with Nick Beanland who moved to Rathbones around that time.
Nick is a very diligent and helpful manager whom we trust implicitly and our ISA has increased in value by 15% since the move which is very pleasing.
Rathbones provides an excellent on line detailed review of the personal assets held and in addition provides a very useful & interesting Weekly Digest with a market analysis.
We are delighted we made the move and followed Nick.

I moved the management of my pension and investments to Rathbones early last year after the person managing them - David Shorrock - moved to Rathbones from another investment management company. I have been with David for many years and he has given me excellent service during that time. I value his advice, experience and investment expertise. I am very comfortable in the knowledge that he is looking after my interests, available to contact and very responsive at all times.

While I have been with Rathbones for a relatively short time I am impressed and very pleased with their performance so far. They have a comprehensive website that provides a lot of information about portfolio performance and they are very proactive in providing customers with their views on market developments and their impact on Rathbones investment strategies. They are adept at defining individual investment profiles to fit with a customer’s circumstances and priorities and they keep in touch with their customer regularly. All in all a very professional and highly respected company.