Rathbones - Belfast Reviews 38

We've been with Rathbones (prev. Investec) since retirement on the recommendation of a friend and colleague. Since then, Nicola McMurray has been looking after our interests with a clear explanation of the current position and our options, and very capable and prompt in tailoring and adapting the portfolio to changing circumstances. We appreciate the personal attention too.

Investec advised me on setting up a self-invested pension plan (SIPP) in 2017 and continue to manage it for me as Rathbones. It has been incredibly successful, and I'm really grateful to Nicola McMurray and her colleagues for the very personalised advice I continue to receive.

I am hopeless with money ... definitely on the dyscalculia scale. So, I needed someone with infinite patience to advise and explain how to marshal my finances into retirement. Nicola McMurray of Rathbones in Belfast fitted the bill precisely and I am grateful to her for streamlining my affairs and always being on the end of a phone-line when necessary.

My wife and I have been clients of Investec for very many years. The changing to Rathbones concerned us initially. This was dispelled when we learned that Marie Ireland would remain our Financial Advisor.
Marie's understanding of our situation coupled with her warm friendly personality means a lot to us both.
I find the Rathbones Website easy to access and very helpful. In the current situation of uncertainties re UK government budget changes it is good to have Rathbones and Marie Ireland.

Special thanks to Marie and how so makes everything possible in seconds. Professional, reassuring, and efficient providing an excellent client service. Thank you Marie, thank you Rathbones!

Marie Ireland at Rathbones, Belfast has looked after me and my portfolio for many years, keeping contact and providing regular reviews. She has always taken the time to know my financial situation and advised accordingly in a friendly and professional manner. I appreciate the regular updates and comprehensive valuations sent by Rathbones
They all look after their clients well!

Ryan Cornett at Rathbones Belfast has managed our investments for many years. We are very happy with the professional and personal service provided by Ryan and would have no hesitation in recommending Rathbones.

H. Hosford on behalf of the Trustees of a educational Charity.

John Cubitt,Senior Investment Director at Rathbones, Belfast, has managed our investments for around 2 years. We have been very happy with the highly professional, personal service, provided by John. We meet annually to discuss our portfolio. If we have concerns at other times, John has always been available to give advice and answer queries.
We have total confidence in John and his team at Rathbones and recommend their services, without reservation.

John Cubitt, Senior Investment Director in the Belfast office has looked after my portfolio for a number of years; he has provided a great, professional and informative service with clear, concise advice, always pointing me in the right direction to meet my financial goals. I have recommended John Cubitt at Rathbones to a number of my friends and they have been very thankful and received timely, invaluable advice.

I was introduced to John Cubitt to sort out & manage my investments and I am more than happy to recommend John and Rathbones. He is always professional, transparent and supportive. He is very personable and answers all my queries clearly and in a very timely manner.

My wife and I use Rathbones as our Investment Provider.
We have found them to be professional and efficient.
In particular they have remained client focused in their approach and John Cubitt who always deals with our portfolio is extremely attentive and trustworthy.
John answers our queries and is always available to assist us.

I have referred a number of clients to Ryan Cornett who has dealt with them promptly, creatively and sympathetically. Feedback from these clients has been superb and I am very grateful to have Ryan there to guide them.

The help, advice and support from the staff at Rathbones, Belfast, has been exceptional.

John Cubitt could not be more generous with his time, or professional in his approach. I was nervous starting off a few years ago but, have been constantly reassured. The results have been clear to see and very pleasing.

John manages my savings and investments with extreme integrity, knowledgeably and with great care. Nothing is ever too much trouble and he always explains the process and potential pitfalls carefully and thoroughly. There’s a ready smile and a touch of humour to help out too which makes meetings relaxed, yet productive and informative. I have total confidence in him and his team.

I have definitely seen the advantage of having funds managed and have absolutely no hesitation in giving Rathbones, Belfast, and John Cubitt my full recommendation.

I act as treasurer and trustee of a charitable trust. Rathbones have provided excellent advice and management of our investment portfolio for many years. We Trustees value the expertise and support in making a valuable return on capital while guiding us on appropriate risk management. Our Investment Director Ryan Cornett is very well regarded and very supportive in understanding our strategy and plans and aligning the investments to best support these aims.

We love working with Rathbones Belfast. Very sound advice. Extremely adaptable and understanding. Rathbones understand our individual needs and were happy to implement any changes. Thoroughly recommend!

Most impressed with the professional and personal service from Rathbones Belfast. John Cubitt is most helpful and supportive with regular reviews. Highly recommend.

John Cubitt at Rathbones Belfast was recommended to me by a family member. I was nervous about diversifying my money management and was looking for a personal service and proven track record. It’s been a highly positive process and I am very happy with John and his team. I feel like they understand my personal needs and take time to think about what works best for me and my loved ones.

I found the personal touch and exceptional market and investment knowledge of my Senior investment manager Adrian O’Neill to be outstanding- he genuinely cares for his clients and is the epitome of great customer service- he is always available to answer questions and is very proactive