Rathbones - Winchester Reviews 24

As a retired senior financial service manager, who has worked for number of well know Wealth Managers, I choose Rathbones Winchester Office for 5 key reasons:

a) Having Georgina Hand, as our Investment Manager, provides me with peace of mind that should anything happen to me, then the family will be with a “safe pair of hands”, financially. Georgina and her team have become our trusted advisors.

b) Critically, Rathbones Winchester office, offers financial planning which has helped us achieve our retirement goals. Alex Gudiens, along with Georgina, have been excellent at keeping things simple; along with explaining and educating the family on what is achievable. This has provided us with the necessary re-assurance to enjoy our retirement.

c) Rathbones are traditional investment managers and unlikely certain other providers do not push products. They have a few excellent in-house funds; however, they only form a small proportion of our overall portfolio and used only when appropriate.

d) They are local and therefore you can meet your relationship managers face to face.

e) Rathbones investment performance under Georgina’s has been above the industry’s benchmark average, but critically not vastly out of tilter. This indicates they manage risk appropriately, while looking to achieve our long-term objectives and aspirations.

Having had a career in financial services, I am always asked about costs - Rathbones fees are fair. I have learnt over many years if you want truly holistic wealth planning, then the cheapest is certainly not the best. It is all about knowing that Georgina, Alex and their team are there for the long- term journey.

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 in a most professional and friendly manner. My priorities are that funds grow despite all that is happening in the world, and that I have a regular healthy income, and that I can access more when needed. Kate makes all this happen. I have total confidence in her.

I have been a client of Rathbones for a number of years and consider them to be a safe and reliable company to handle my personal finances. In particular, David Kness in the Winchester office has been very helpful during my recent house move. I would have no hesitation in recommending this company

Rathbones, and David Kness in particular, have provided our family with excellent professional service for the last 15+ years. Very good and consistent growth has been achieved over this extended period and David has always provided excellent helpful advice and guidance. We would strongly recommend them to others.

David provides an efficient service to our family and is always at hand to deal with queries or slightly unusual requests. Investment performance has been challenging at times but that is no surprise given the impact of events at home and abroad.

I have been with Rathbones, Winchester, for many years and receive excellent service with regular notifications and recommendations on the state of the Market. David Kness, Investment Director, has been very diligent in looking after my portfolio, and the support staff (real human beings) are delightful.

All my family have been investing via Rathbones and David Kness at their Winchester office for over a decade. David and the team there are always very responsive and proactive in managing our investments and keeping us informed. I would certainly recommend them.

We have been with David Kness at Rathbones Winchester for many years. We have found him extremely helpful, patient and kind, offering very sound advice.

David Kness is a worthy successor to Trevor Bell who was a hard act to follow! David handles our investments with aplomb and his guides to auxillary professional advise outside Rathbones has always born fruit. We look forward to seeing him soon.

David Kness Investment Manager in Winchester has been excellent during my commencement with him particularly during Covid and subsequently in dealing with my portfolio. I have had previous experience with Rathbones for a number of years and have nothing but praise for the excellent service Rathbones has always given. I have been completely satisfied with all the guidance and advice and wouldn't hesitate to recommend this firm of investment bankers.

Have been investing for over 20 years with Rathbones, as well as being very good at their job, easy to contact, reliable they bring a personal touch, as each year David Kness visits us at home to review our portfolio keeping up to date with our needs and plans, in relaxed atmosphere you can ask how our money is working for us all about the companies their background performance and any ethical issues we may have, they are not just a name on our portfolio list.David and his colleagues have enabled us to have a comfortable retirement and we feel confident they will continue to do so.

My wife snd I have been clients of Rathbones for many years. We have been delighted to find our asset values increasing steadily at the same time as providing a useful monthly addition to our income. In particular the service provided by our wealth manager David Kness has proved well informed, friendly and always approachable.

We have been with Rathbones for a long time, with David Kness as our fund manager. Growth of the portfolio has averaged around 6% per annum over 20+ years, providing significant capital accumulation. The fee structure is transparent and the service has been impeccable. We have every confidence in him and the company.

David Kness at Rathbones have been managing my and mt wife's investments for 8 years, having been recommended by a friend. In that time he and members of the Rathbones' team have been helpful, easy to work with, knowledgeable and responsive to changes both in the market and in our own personal circumstances. We would definitely recommend both David and Rathbones.

David Kness has been managing my pension funds for the last 3 years since my divorce and prior to that looked after mine and my husband’s joint funds.
He is an excellent communicator and has meticulously invested within my comfortable risk factor range.
Alongside the financial advice of Chris McLaughlin I feel well supported and confident in Davids strategic decision making .
Rathbones are clearly passionate about what they do and best supporting their clients and this comes across in all
areas of communication.

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.

I have had funds under discretionary management with Rathbones locally for 5 years or so and family members before me for considerably longer. I have found their advice sensible, to suit my needs, professional and prompt. As well as telephone and remote meetings I have had face to face interaction with my specified Investment Director and relevant members of staff on a regular basis which have been valuable to say the least.
The online valuation tool and regular insights are extremely simple to operate and yet provide great financial and market information. Furthermore the quarterly reports and tax return packs (both in paper and online format) prove easy and essential tools to manage one's affairs.
I would highly recommend.

My investment portfolio has been looked after and nurtured by Rathbones for the last thirteen years. We have developed a trusting relationship with my investment manager, Justine Peck, for whom I have the utmost confidence and respect. Over the years, she has become a trusted confidante and friend, who now looks after my family's investments as well. I prefer to meet face-to-face and she always has time to go through, explain and safeguard my interests ensuring that my present needs and expectations are being met, and also with an eye to future growth and protection. I hugely value this relationship, and would recommend Rathbones without reservation.

I have been with Rathbones for a couple of years and was new to investments so found it quite overwhelming . After meeting with Hollie Curtis, she explained options to me and how my money could work for me and the risks involved with each option. I have found Hollie to be really personable and very knowledgeable. As well as having a helpful App to review your funds , Hollie is available when I need to discuss anything.

We have been with Rathbones for a long time and have had great service. Hollie is our investment manager and has been for the last few years. She has always been really helpful, very knowledgeable and given good advice. She is a lovely lady and we would have no hesitation in recommending her.