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
Company replied
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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Highly recommended
I've been a client of Douglas Spence since his Investec days and now with Rathbones. I trust Douglas' recommendations implicitly and have no difficulty in recommending him and his team.
March 19, 2026
Unprompted review
Reply from Rathbones
Dear Mary,
Thank you for your kind review. We're pleased to hear about your long-standing relationship with Douglas and the confidence you have in his recommendations. It's great to know that the trust and service provided by Douglas and his team have continued through to Rathbones, and we very much appreciate your recommendation.
Best wishes,
Abbey
Excellent Service from Darren Elmes
I would definitely recommend Darren at the Bournemouth office who has been managing my pension for the last 5 years. In that time I have received an excellent service and consider this to be value for money as I watched it grow with the expertise he provides. He is always able to assist at any time and has a vast knowledge within the industry.
March 19, 2026
Unprompted review
Reply from Rathbones
Dear Julie,
Thank you for your kind review. We're pleased to hear that Darren has provided excellent support in managing your pension over the past five years, and that his expertise and availability have helped deliver positive growth. It's great to know you feel the service represents good value and has given you confidence in your investments. Your recommendation is very much appreciated.
Best wishes,
Abbey
Excellent insight form Douglas Spence
Excellent insight form Douglas Spence, Hector Falconer and their team delivered on a regular basis.
March 18, 2026
Unprompted review
Reply from Rathbones
Dear Adrian,
Thank you for your kind feedback. We're pleased to hear that Douglas, Hector, and the wider team continue to provide clear and valuable insights on a regular basis. It's great to know that his ongoing support has been helpful, and we really appreciate your comments.
Best wishes,
Abbey
Highly Recommended
I have been a client for over 10 years, initially with Investec and more recently with Rathbones. Throughout that time my advisor has been Douglas Spence. The quality of service that I receive from Douglas is excellent and I trust him implicitly. I am kept updated on all pertinent developments and he always makes himself available to discuss ongoing needs and queries in a friendly, knowledgeable and professional manner. Highly recommended.
March 18, 2026
Unprompted review
Reply from Rathbones
Dear Huw,
Thank you for your kind review. We're pleased to hear about the excellent service Douglas has provided over many years, and that his friendly, knowledgeable and professional approach has given you confidence and trust in the advice you receive. It's great to know you feel well informed and supported, and we appreciate your recommendation.
Best wishes,
Abbey
Personalised Service
I have known Douglas Spence for many years, advising me both in a business and personal capacity. He has been a very steady hand on the tiller through the challenges the investment world has faced over the years.
Rathbones and Douglas have provided an excellent service and have taken the time to understand my needs and provide a tailored service.
March 18, 2026
Unprompted review
Reply from Rathbones
Dear Magnus,
Thank you for your kind feedback. We're pleased to hear about the long-standing relationship you've had with Douglas and that his steady, considered approach has helped guide you through changing investment conditions. It's great to know that the service you've received has been tailored to your needs and provided with care and understanding.
Best wishes,
Abbey
Really professional service
Really professional service. Good to have calming presence in a volatile world.
March 18, 2026
Unprompted review
Reply from Rathbones
Dear Paul,
Thank you for your feedback. We're pleased to hear that you've found the service professional and reassuring. Providing calm, considered guidance is something we place great importance on, and we appreciate your comments.
Kind regards,
Abbey
Professional, Responsive & Creative
Douglas and Hector have been advising my family and me for many years. We have always received an excellent and creative service with a solid understanding of our needs and objectives. It is good to have an advisor that is prepared to spend the time in discussing one's portfolio and investment strategy. Well recommended.
March 18, 2026
Unprompted review
Reply from Rathbones
Dear Simon,
Thank you for your kind feedback. We're pleased to hear that Douglas and Hector have supported you and your family so well over the years, and that their understanding of your needs and objectives has been reflected in the advice you receive. It's great to know you value the time taken to discuss your portfolio and investment strategy, and we appreciate your recommendation.
Best wishes,
Abbey
Mr Keith MacKenzie needs no prompting…
Mr Keith MacKenzie needs no prompting to keep in contact regularly to talk me through my investments and is patient with my many queries. He is honest regarding fees/costs and up front when reviewing investments. This transparency is much appreciated. It is for others to judge on the fees but the service is excellent and personalised based on my attitude to risk assessment. The regular email updates are also welcolmed.
March 11, 2026
Unprompted review
Reply from Rathbones
Dear Gary,
Thank you for your feedback. We're pleased to hear that Keith keeps in regular contact and takes the time to answer your questions with patience and clarity. It's great to know that his openness around fees, transparent reviews and personalised approach to risk have been so valued, along with the regular updates you receive. Keith will be delighted to hear your feedback!
Kind regards,
Abbey
Many thanks to Keith MacKenzie and…
Many thanks to Keith MacKenzie and Rathbones for looking after my father's pension so well. In our recent meeting with Keith he was friendly, informative, and provided clarity and support in our decision making.
March 18, 2026
Unprompted review
Reply from Rathbones
Dear Tabitha,
Thank you for your kind feedback. We're pleased to hear that Keith has provided clear, supportive advice and helped guide your decision-making around your father's pension. It's great to know you found the recent meeting informative and reassuring, and we appreciate your trust in Rathbones.
Best wishes,
Abbey
Excellent, trustworthy, professional
My family has been clients of Rathbones for many years and we have several investment accounts with them. We’ve always been very happy with the service, and with Stephen Hall in particular. Stephen is always incredibly helpful, approachable and full of clear, sensible advice about our investments. We feel very confident having him managing our portfolios and assured that our money is being well looked after and professionally managed by Rathbones.
March 4, 2026
Unprompted review
Reply from Rathbones
Dear Thomas,
Thank you for your kind feedback. We're pleased to hear that your family has received such a high level of service over the years, and that Stephen's approachable manner and clear, sensible advice have given you confidence in how your portfolios are managed. It's great to know you feel your investments are well looked after and professionally supported by Rathbones.
Best wishes,
Abbey
Taking the stress
Having known Kirsty Cartwright for many years I had no hesitation in contacting her when I lost my husband two years ago. She took over the transfer of funds and came out to see me to help with guidance on savings and outgoings, setting up a spreadsheet for me. It took a lot of stress off my shoulders as I have great faith in Kirsty who I can class as a friend. Rathbones is looking after me very well and thank you for the delightful Women's Day event which was a great success.
March 11, 2026
Unprompted review
Reply from Rathbones
Dear Gillian,
Thank you for sharing your experience. We're pleased to hear that Kirsty was able to support you during such a difficult time, and that her guidance helped ease some of the pressure you were facing. It's good to know you've felt well looked after by Rathbones, and we're also delighted you enjoyed the International Women's Day event. Your kind words are very much appreciated.
Best wishes,
Abbey
Good people and trustworthy!
We have worked with Ross Middleton from Rathbones now for over 15 years. He’s a great guy, always at the end of the phone, and most importantly, makes sound money management decisions. Would highly recommend!
March 17, 2026
Unprompted review
Reply from Rathbones
Dear Will,
Thank you for your kind review. We're pleased to hear about your long-standing relationship with Ross and that his availability and sound approach to managing your investments have given you confidence over the years. Your recommendation is very much appreciated - and Ross will be happy to hear your feedback!
Best wishes,
Abbey
Great services from Rathbones
Tim Hurst and Richard Morgan have looked after our family for just over a year now. We have been impressed with their care, inclusiveness and communication at every step of the way. The services were always responsive, timely and client-centred. We have been very happy with the services that they provide.
March 16, 2026
Unprompted review
Reply from Rathbones
Dear WHL,
Thank you for your kind feedback. We're pleased to hear that Tim and Richard have provided such a positive experience, and that their care, clear communication and inclusive approach have stood out. It's great to know the service has been responsive, timely, and centred around your needs.
Kind regards,
Abbey
I’ve been with Rathbones for years and…
I’ve been with Rathbones for years and they’ve always been fantastic, but last week I had a real crisis and the work James did essentially saved my dogs life through getting me access to funds quick enough that I could pay for her emergency surgery. I can’t thank them enough.
March 13, 2026
Unprompted review
Reply from Rathbones
Dear Ben,
Thank you for sharing your experience. We're very pleased to hear that James was able to support you so effectively during such a difficult and urgent time. Knowing that his actions helped you access funds quickly and provided real peace of mind means a great deal to us. We're so glad to hear your dog was able to receive the car needed, and we truly appreciate your kind words.
Best wishes,
Abbey
Valuable advice from knowledgeable professionals
Sam Olley and his team in Sheffield do a magnificent job looking after our investments. Communication is easy and replies are very prompt. We always look forward to our meetings with Sam to find out what has been happening with the markets, and discussing the best way forward to manage our finances with Rathbones (formerly Investec).
Highly recommended.
March 12, 2026
Unprompted review
Reply from Rathbones
Dear Sam,
Thank you for your kind feedback. We're pleased to hear that Sam and his team have provided such strong support, with clear communication and prompt responses. It's great to know that you value the regular meetings and discussions around market developments and the best way forward for managing your finances - Sam will be delighted to hear your feedback!
Best wishes,
Abbey
Rathbones a better opportunity.
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.
March 18, 2025
Unprompted review
Reply from Rathbones
Dear Michael,
Thank you for your kind feedback. We're pleased to hear that your move to Rathbones with David was handled so smoothly, and that the transfer process was efficient. It's great to know the ongoing updates, market insights, and recommendations continue to support a positive and trusted relationship.
Best wishes,
Abbey
Rathbones is the place to Invest
I have been investing at Rathbones for several years. Angus Kerr & Julie Smith have given me incredible service from the start of my investment. If you need your money to make money Rathbones is the place to be.
March 12, 2026
Unprompted review
Reply from Rathbones
Dear Sally,
Thank you for your review. We're pleased to hear that Angus and Julie have provided a strong level of service from the outset, and that you've felt well supported with your investments. It's great to know their advice and approach have given you confidence in choosing Rathbones.
Best wishes,
Abbey
Darren Elmes at the Bournemouth office
Darren Elmes at the Bournemouth office has been advising my family and myself for many years. The service he provides has continued to be excellent since the transfer from Investec to Rathbones. In addition to our annual review, he always responds promptly to any queries I have. I am therefore very happy to recommend Darren as an investment advisor.
March 12, 2026
Unprompted review
Reply from Rathbones
Dear SB,
Thank you for your kind feedback. We're pleased to hear that Darren has continued to provide excellent service following the transition to Rathbones, and that his responsiveness and regular reviews have given you confidence in the advice you receive.
Best wishes,
Abbey
Amos Nelson at Rathbones. 25 years later
I have been with Rathbones for 25 years (!) and am happy to highly recommend their services. More specifically Amos Nelson has managed my ISA portfolio for 15 years now. He has that perfect balance of being professional and personable. He has a great depth of knowledge but is able to explain things in terms that I can get to grips with! Over the years the performance of the portfolio has been outstanding. I hope to continue for many years to come.
March 11, 2026
Unprompted review
Reply from Rathbones
Dear Ken,
Thank you for your review. We're delighted to hear about your long-standing relationship with Rathbones and the support Amos has provided in managing your ISA portfolio over many years. It's great to know that his professional yet personable approach, clear explanations and strong performance have given you confidence, and we very much value your loyalty and recommendation.
Kind regards,
Abbey
Amos Nelson has been looking after my…
Amos Nelson has been looking after my investments for many years and I cannot recommend him more highly. He listens to what I need to get from my investments and makes it happen. I always feel that I could ask anything and he would answer honestly and with my situation at the heart of his suggestions.
March 11, 2026
Unprompted review
Reply from Rathbones
Dear Charlotte,
Thank you for taking the time to share your review. We're pleased to hear about the long-standing support Amos has provided and that you feel listened to and well advised. It's great to know that his honest, considered approach has kept your individual circumstances at the heart of every recommendation. Your confidence in Rathbones and recommendation are very much appreciated.
Kind regards,
Abbey
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