We have known Ross Middleton for a number of years through various companies and he came highly recommended by my parents. We feel reassured that we are in safe hands with Ross, Callum and Ellie at R... See more
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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
I have been a client of Rathbones for twenty plus years so have known several fund managers. Each has provided excellent service. My current fund manager, Kate Palmer, provides impeccable service too... See more
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We have been dealing with Jason Hallam and Laura Atkins for over six years. We value their advice, support and expertise, but above all their ability to clearly explain, analyse and summarise investm... See more
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We have been clients of Rathbones Glasgow for some time. Over the years we have been looked after very well with our investments under regular and careful review. This is especially important given... See more
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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
30 Gresham Street, EC2V 7QN, London, United Kingdom
- 020 7399 0000
- rathbones.com
4.9
Excellent
492 reviews
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Gordon Winship, Rathbones, Glasgow
Gordon Winship and his team at Rathbones, Glasgow are very good. They have been looking me for many years. I could not be in better hands. He has successfully advised me on numerous occasions about investments based on my objectives (income, growth or both). I always appreciate his thoughts on what to buy, what to avoid buying and when to sell in order to maintain a portfolio that works for me. I have no hesitation in saying get in touch with him.
John T.
March 25, 2026
Unprompted review
Reply from Rathbones
Dear John,
Thank you for taking the time to leave your kind feedback. We’re pleased to hear that Gordon and the Glasgow team have supported you so well over many years, and that the advice provided has been closely aligned to your objectives. It’s great to know you value the considered guidance and that your portfolio continues to work well for you.
Best wishes,
Abbey
I've been dealing with Ross for many…
I've been dealing with Ross for many many years now & coudldn't feel safer with him. Reliable & there if you need him.
March 27, 2025
Unprompted review
Reply from Rathbones
Dear Anon,
Thank you for your kind feedback. We're pleased to hear about your long-standing relationship with Ross and that his reliability and support have given you such confidence and peace of mind. It's great to know you feel well looked after, and we very much appreciate your comments.
Best wishes,
Abbey
We are very happy with the services and…
We are very happy with the services and advice given by Jenna Huartson and Stephen Blakemore and their prompt response to any queries we have.
March 26, 2026
Unprompted review
Reply from Rathbones
Dear Miles,
Thank you for your kind feedback. We're delighted to hear that Jenna and Stephen have provided clear, helpful advice and responded promptly to your queries. It's great to know you're happy with the service and support you've received.
Best wishes,
Abbey
Prompt and professional service
Prompt and professional service with good communication.
March 26, 2026
Unprompted review
Reply from Rathbones
Dear Sam,
Thank you for your feedback. We're pleased to hear that you've found the service prompt and professional, with clear and effective communication. Providing reliable support and keeping clients well informed is very important to us, and we appreciate you taking the time to share your experience.
Kind regards,
Abbey
Prompt professional service
Very prompt, professional, friendly and helpful wealth and investment service - as always.
I have known Ross Middleton, a senior member of this team, for many years and welcome his support and advice, which is always considered and well explained. It is good having continuity with a known person and team when making financial decisions, short and longer term.
To be recommended.
March 24, 2026
Unprompted review
Reply from Rathbones
Dear Katie,
Thank you for your feedback. We're pleased to hear that you continue to receive prompt, professional and friendly service, and that Ross' considered advice and clear explanations have been so valuable. It's great to know that continuity and long-standing relationships have supported your confidence in both short and long-term financial decisions. Ross will be delighted with your feedback!
Best wishes,
Abbey
My experience with Rathbones.
For the many years I have been with Rathbones and Stephanie Graham and her team I have always been treated with respect, kindness, courtesy and I have always been listened to.
March 25, 2026
Unprompted review
Reply from Rathbones
Dear Mrs O'Sullivan,
Thank you for your kind feedback. We're pleased to hear that you've consistently felt respected, listened to, and well supported by Stephanie and her team over the years. Providing a thoughtful, courteous and client-focused service is very important to us, and we really appreciate you taking the time to share your experience.
Best wishes,
Abbey
Professional and approachable
As the appointed LPA for my elderly parents, I’ve had extensive dealings with Euan MacDonald at Rathbones, and I’ve been extremely impressed with the level of service provided.
Managing financial matters on behalf of elderly relatives can be complex and, at times, quite stressful. Euan has consistently been patient, approachable, and highly knowledgeable, taking the time to explain options clearly and ensure I fully understand each decision. Nothing has ever felt rushed, and no question has been too small.
What stands out most is his willingness to go the extra mile. Whether it’s responding promptly to queries, providing thoughtful guidance tailored to my parents’ circumstances, or simply offering reassurance when needed, his support has made a significant difference.
I feel confident that my parents’ finances are in safe hands, and I would not hesitate to recommend Rathbones based on my experience.
March 25, 2026
Unprompted review
Reply from Rathbones
Dear Mrs Long,
Thank you for sharing your experience. We're pleased to hear that Euan has provided such patient, clear, and supportive guidance while helping you manage your parents' finances. It's great to know that his considered approach, responsiveness, and willingness to go the extra mile have helped ease what can be a challenging responsibility. We appreciate your trust and recommendation.
Best wishes,
Abbey
Darren Elmes , Rathbones Bournemouth
Darren Elmes compiled my investment portfolio six years
ago when with Investec now Rathbones. His skill selecting investments is evident by the results achieved.
On his annual visits he is pleasant ,courteous and explains outcomes clearly and understandably. He is contactable all year should a query arise.
I thoroughly recomend him at Rathbones Bournebouth
March 16, 2026
Unprompted review
Reply from Rathbones
Dear Helen,
Thank you for taking the time to leave your kind review. We're pleased to hear that Darren's investment expertise and clear, thoughtful approach have delivered positive results over the years. It's great to know that his annual visits, clear explanations and year-round availability have given you confidence and reassurance. Your recommendation of Darren and the Bournemouth team is very much appreciated.
Best wishes,
Abbey
Excellent Service
I have been a client with Rathbones since the successful merger with Spiers and Jeffrey who I had used for many years beforehand. Angela Smith from the Glasgow office manages my investment portfolio. I find Angela extremely knowledgable and I trust her expertise and decisions without question. I am kept updated on all developments and any questions I have are answered very promptly and explained in an easy to understand manner. I will be a client for many more years and would highly recommend Rathbones
March 25, 2026
Unprompted review
Reply from Rathbones
Dear Graeme,
Thank you for your kind review. We're pleased to hear that Angela has provided such knowledgeable and trusted support over many years, and that you've felt well informed through clear and prompt communication. It's great to know the advice has been easy to understand and has given you confidence in how your portfolio is managed.
Best wishes,
Abbey
Excellent Wealth Management
My wife and I have followed Darren Elmes from Investec to Rathbones and are very grateful for the excellent and personal service that Darren provides to us. In the last year, and I know it is not average returns, we have seen our portfolio increase by 18.1% under Darren's Custodianship and we are looking to invest more with Darren and Rathbones in the next few months.
March 5, 2026
Unprompted review
Reply from Rathbones
Dear Happy customer,
Thank you for your kind feedback. We’re pleased to hear about the long‑standing relationship you’ve had with Darren and that his personal approach and support have continued seamlessly at Rathbones. It’s great to know you’re happy with how your portfolio has progressed and that you feel confident about continuing to invest with Darren and the wider Rathbones team. Your trust and recommendation are very much appreciated.
Kind regards,
Abbey
David Wainman has managed my portfolio…
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.
March 11, 2026
Unprompted review
Reply from Rathbones
Dear JO,
Thank you for your kind review. We’re pleased to hear that David has supported you so well over the years, and that his friendly, knowledgeable approach has helped make investing feel clear and manageable. It’s great to know you’re happy with the performance of your portfolio and the way your investments are managed.
Best wishes,
Abbey
A really interesting and interactive…
A really interesting and interactive session on investing in the defence industry/stocks as a charity. Good slides and good questions and answers
March 18, 2026
Unprompted review
Reply from Rathbones
Dear Duncan,
Thank you for your feedback. We're pleased to hear that you found the session engaging and informative, and that the slides and discussion helped bring clarity to a complex area of investing. It's great to know the questions and answers were useful, and we appreciate you taking the time to share your thoughts.
Best wishes,
Abbey
Ben Haymer – Investment Manager
I joined Rathbones in the summer of 2025 and have nothing but praise for the attention to detail and skill of my Investment Manager, Ben Haymer. We have met on many occasions both at my home and elsewhere; in fact I have probably met him some dozen times during the past year. This is remarkable service and I have no hesitation in recommending him to you.
March 22, 2026
Unprompted review
Reply from Rathbones
Dear Jeremy,
Thank you for your kind feedback. We're pleased to hear how impressed you've been with Ben's attention to detail and the time he's taken to meet with you and understand your needs since joining Rathbones. It's great to know that this level of personal service has given you confidence, and we very much appreciate your recommendation.
Best wishes,
Abbey
Justine Peck, Rathbones Investment
Justine Peck has succesfully managed my SIP investment for ten years, but now the time has come to withdraw some funds to support my retirement which she has pursued with great efficiency minimising the processing delays.
March 18, 2026
Unprompted review
Reply from Rathbones
Dear Gordon,
Thank you for your kind feedback. We're pleased to hear that Justine has supported you so well over many years, and that the recent withdrawal process was handled efficiently at such an important stage. It's great to know that her approach helped minimise delays and provided reassurance as you moved into retirement. Justine will be delighted to hear your feedback!
Best wishes,
Abbey
Very good financial advice
Very good financial advice, and my advisor, Keith MacKenzie, is both highly informed and a pleasure to work with.
March 10, 2026
Unprompted review
Reply from Rathbones
Dear Kindred,
Thank you for your feedback. We're pleased to hear that you've found the advice provided to be clear and valuable, and that working with Keith has been such a positive experience. It's great to know his knowledge and approachability have supported you so well.
Best wishes,
Abbey
Excellent service, highly recommend
I have been a Rathbones client for some time now and have been consistently impressed with both the service and the results. Advice has always been clear, thoroughly explained and tailored to my individual circumstances. I particularly value the time taken to explain investment decisions and the wider market in a way that is easy to understand, which has given me real confidence in the strategy being followed.
My adviser, Preeti Rathi, has been excellent throughout — always professional, approachable and highly knowledgeable. Communication is prompt and proactive, and I feel fully supported at all times.
Overall, I wouldn’t hesitate to recommend Rathbones. In particular, I would highly recommend Preeti Rathi to anyone looking for a trusted and highly skilled investment adviser.
March 20, 2026
Unprompted review
Reply from Rathbones
Dear Linda,
Thank you for your thoughtful review. We're pleased to hear that the guidance you've received has been clear, well explained and tailored to your individual circumstances. It's great to know that Preeti's professional, approachable and proactive support has given you confidence in the investment strategy and that you've felt well supported throughout. Preeti will be delighted to hear your feedback and recommendation!
Best wishes,
Abbey
Excellent service
We have been clients of Rathbones since Spiers & Jeffrey joined with them and are very pleased with the service they provide. James and Amy are a great team and extremely knowledgeable and professional. No question is too silly and they always get back to us very promptly. They are easy to deal with and their advice is always top notch. They are both very personable and easy to talk to. There is never a problem to meet up with them whether it be Edinburgh or Glasgow. We are happy to have James and Amy look after our portfolio and they always provide alternatives and give great advice.
Would highly recommend them to look after your investments.
March 19, 2026
Unprompted review
Reply from Rathbones
Dear Maria,
Thank you for your kind review. We're pleased to hear that James and Amy have provided such knowledgeable, professional and responsive support, and that you value their clear advice and approachable manner. It's great to know that meeting arrangements and ongoing guidance have worked so well for you, and we really appreciate your recommendation.
Best wishes,
Abbey
First Class Customer Service
The team at Rathbones and in particular Douglas Spence and Hector Falconer provide us with exceptional customer service and advice in managing our financial portfolio. The suppport and guidance they provide during some very difficult and trying economic and financial climates has proved invaluable during recent years. I would have no hesitance in recommending the team at Rathbones, they provide a first class personal service.
March 19, 2026
Unprompted review
Reply from Rathbones
Dear Customer,
Thank you for your kind feedback. We're pleased to hear that Douglas, Hector, and the wider team have provided such strong support, particularly through challenging economic conditions. It's great to know that their guidance and personal approach have proved valuable in managing your portfolio. Douglas and Hector will be delighted to hear your feedback!
Kind regards,
Abbey
Reply from Rathbones
Dear Dan,
Thank you for taking the time to leave us a review. It's great to hear you had a personal service, clarity, and sound guidance from our team here at Rathbones. Your feedback is very much appreciated.
Best wishes,
Abbey
You can check out any time you like but you can never leave
After years of poor performance compared to the sector average I decided to move my SIPP to a different provider. After 13 months I am still waiting for the transfer to be completed. The sound of banging you can hear is my head against the brick wall that is Rathbones.
March 19, 2026
Unprompted review
Reply from Rathbones
Dear David,
We're sorry to hear of your frustration over the time it's taking to transfer your SIPP. Prolonged transfers are often due to complexities with moving investments, but I want to get to the bottom of this and help find a solution.
We have previously reached out via Trustpilot to request a little more information, but haven't yet received a response. If you would like us to look into this further, please don't hesitate to get in touch at online-reviews@rathbones.com.
Kind regards,
Abbey
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