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
491 reviews
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I’ve known Tim Hurst and Richard Morgan…
I’ve known Tim Hurst and Richard Morgan for 18 months or more. Both have been throughly professional in dealing with my investments. I would not hesitate to recommend them to friends and colleagues.
19 February 2026
Unprompted review
Reply from Rathbones
Dear Mr G C Jones,
Thank you for taking the time to share your feedback. We're delighted to hear that Tim and Richard have provided such professional support over the past 18 months, and that their approach has given you confidence in how your investments are managed. It's great to know that you would recommend them to friends and colleagues!
Best wishes,
Abbey
We have learned an enormous amount from…
We have learned an enormous amount from Laura, both at Investec and Rathbones. Laura is our go-to consultant when the market is looking either over-exuberant or in difficulties. We find Laura very grounded in taking a long term look at our investments. We also are delighted with the new website provided by Rathbones. It is laid out in a clear to understand manner.
18 February 2026
Unprompted review
Reply from Rathbones
Dear Joe,
Thank you for taking the time to share your experience. We're delighted to hear how much value you've gained from working with Laura. It's great to know that her grounded, long-term perspective has been reassuring during different market conditions, and that you continue to see her as a trusted source of guidance. We're also pleased that you've found the new Rathbones website clear and easy to use!
Best wishes,
Abbey
Rathbones
Rathbones, following on from Investec, have continued the excellent service provided.
My portfolio is watched over by Mark Walsh and his team, who report on it most clearly, both quarterly and annually, in hard copy.
An annual visit from Mark Walsh to my home is always constructive.
My portfolio has continued to grow and when I have requested a lump sum they inform me clearly of the procedure to receive the funds.
To date I am very pleased with the service provided.
18 February 2026
Unprompted review
Reply from Rathbones
Dear Judith,
Thank you for sharing your experience. We're pleased to hear that the transition from Investec to Rathbones has continued smoothly for you, and that Mark and his team have provided clear, regular reporting on your portfolio. It's great to know that the annual home visits are constructive and that you've felt well informed.
Best wishes,
Abbey
Rathbones Bournemouth Office
I have been very pleased with the service that I have received from Jeremy Stanyer of Rathbones Bournemouth office for more than 20 years. He has provided impressive performance for my portfolios. Annual portfolio reviews are conducted face to face over lunch. Jeremy is friendly, knowledgeable and
professional and I have total confidence in him. I recommend Jeremy and Rathbones very highly.
18 February 2026
Unprompted review
Reply from Rathbones
Dear Ivorben,
Thank you for taking the time to share your experience. We're delighted to hear that Jeremy has supported you so well for more than 20 years, and that his professional, friendly, and knowledgeable approach has given you such confidence. It's great to know that the face-to-face annual reviews and the performance of your portfolios have met your expectations.
Best wishes,
Abbey
Ross Middleton has been looking after…
Ross Middleton has been looking after my late husband and my portfolio for many years and has always been extremely helpful and given us good advice on everything and always explains everything so well. Many thanks to Rathbones and Ross.
18 February 2026
Unprompted review
Reply from Rathbones
Dear Peta,
Thank you for sharing your experience. We're very pleased to hear that Ross has supported both you and your late husband so thoughtfully over the years. It's reassuring to that his clear explanations, helpful advice, and consistent approach have made a positive difference, and that you've felt well supported throughout.
Best wishes,
Abbey
Very Satisfied Customer
Ironically 'Trust' is exactly the right word here : it is what you need when making financial decisions.For over thirty years Laura Lambie - previously Investec, has provided sensible and understandable advice and support.
Our confidence is unchanged under Rathbones and we enjoy the regular updates and insights available.
18 February 2026
Unprompted review
Reply from Rathbones
Dear Mrs McDougall,
Thank you for sharing your experience. We're delighted to hear that Laura has provided clear and supportive guidance for so many years. It's also reassuring to know that your confidence has continued under Rathbones, and that the regular updates and insights have been valuable to you.
Best wishes,
Abbey
My wife and I have been delighted with…
My wife and I have been delighted with Rathbones management of our investments since switching from another provider. Tim Hurst & his support team (particularly Richard Morgan) are first class and receptive. There is never any delays in dealing with queries whether related to portfolio performance or admin. I would recommend the Cheltenham Rathbones team.
18 February 2026
Unprompted review
Reply from Rathbones
Dear Mark,
Thank you for taking the time to share your experience. We're delighted to hear that you and your wife have been so pleased with the move to Rathbones, and that Tim and the Cheltenham team have provided such responsive and supportive service. It's great to know that both portfolio related queries and administrative matters have been handled promptly, and that Richard's support has made a positive difference. Our Cheltenham team will be so happy with your feedback!
Best wishes,
Abbey
A satisfied customer.
Tim Hurst has been looking after my financial affairs for many years, even before he joined Rathbones. We are very happy with all aspects of our care, which has been professional, successful and productive. Efficient and speedy responses to all requests, make life much easier for us as we age. I would certainly recommend Rathbones, and particularly, Tim Hurst.
18 February 2026
Unprompted review
Reply from Rathbones
Dear Sara,
Thank you for taking the time to share your experience. We're delighted to hear that Tim has supported you so consistently over many years, including before his move to Rathbones. It's great to know that the care you've received has been professional, effective and responsive, and that timely replies have made things easier for you. Tim will be so happy to hear your feedback!
Best wishes,
Abbey
Excellent service from an excellent…
An excellent service from an excellent team, without question the best we have had in our investing journey. Tim Hurst
provides seasoned, well thought out advice and management, Richard Morgan gives superb account support.
17 February 2026
Unprompted review
Reply from Rathbones
Dear Verified Customer,
Thank you for sharing your feedback. We're delighted to hear that you've received such excellent service from the team, and that your experience with Tim and Richard has been the best of your investing journey so far. It's great to know that Tim's considered guidance and management, alongside Richard's strong account support, have worked so well for you.
Best wishes,
Abbey
Adam Lowe and his team are a brilliant one…
Adam Lowe and his team are a brilliant one we get the best possible support and my queries requests are being dealt with very quickly as well as professionally
We are very pleased with the services provided
Great help and support-very grateful for it too
15 January 2026
Unprompted review
Reply from Rathbones
Dear Damini,
Thank you very much for taking the time to leave us your review. We're delighted to hear that you're very pleased with the services provided, and that you have great help and support from our team. It's great to know that Adam and his team are brilliant and you get the best possible support from them - they will be delighted with your feedback!
Best wishes,
Abbey
Happy to recommend Rathbones
Our financial advisor Tim Hurst has dealt with our various financial affairs over the last 10years. Always very responsive to requests for advice. The portfolio he manages with his team has performed well. Prompt replies to emails and phone calls. Happy to recommend.
16 February 2026
Unprompted review
Reply from Rathbones
Dear CC,
Thank you for sharing your experience over the past 10 years. We're delighted to hear that Tim has been consistently responsive and that the performance of your portfolio has met your expectations. It's great to know that his clear communication and prompt replies have made a positive difference. Tim will be delighted to hear this!
Kind regards,
Abbey
Two satisfied customers
Rathbones has managed our portfolios for over twenty years, most of that time with Keith MacKenzie as our Investment Manager. We have consistently received reviews, updates and guidance from the Rathbones team, and from Keith in particular, during that time. We appreciate his sensitive, friendly and open approach, and value his clear and detailed explanations of current market trends. This approach gives us confidence in the way Rathbones have managed our portfolios so far, and will continue to do so.
16 February 2026
Unprompted review
Reply from Rathbones
Dear Keith,
Thank you for taking the time to share your experience. We're delighted to hear that you've been with Rathbones for over 20 years, and that Keith's support has been such a consistent and positive part of that journey. It's great to know that his sensitive, friendly and open approach - alongside his clear explanations of market trends - has helped you feel confident in how your portfolios are managed.
Best wishes,
Abbey
Excellent Service
I have known Tom Rich, investment manager for over 20 years. He has always provided a very professional, friendly service. Tom always takes the time to explain everything very clearly and and answer any questions you may have. He is also an excellent fund manager who has provided me with consistently high returns. I would fully recommend Tom and his colleagues at Rathbones Bournemouth.
3 February 2026
Unprompted review
Reply from Rathbones
Dear Colin,
Thank you for taking the time to share your experience. We're delighted to hear that you've worked with Tom for more than 20 years and his professional, friendly, and clear approach has continued to support you so well. It's great to know that his explanations and guidance have helped you feel informed and confident - he will be delighted to hear this feedback.
Best wishes,
Abbey
Investec to Rathbones
All good having been with Investec since 2017 with the same team members. The move over to Rathbones has been relatively smooth, Phil, Ahmed, Nadine and more recently Claire are most helpful with financials and advice.
Rgds,
Michael Morgan
15 February 2026
Unprompted review
Reply from Rathbones
Dear Mrs Jayne Morgan,
Thank you for taking the time to share your feedback. We're pleased to hear that the transition has been smooth for you, and that continuing with the team has felt reassuring. It's great to know that Phil, Ahmed, Nadine, and Claire have been able to support you with helpful guidance.
Best wishes,
Abbey
James Hedley and his team at Rathbones…
James Hedley and his team at Rathbones Liverpool have been fantastic since I started investing c 8 years ago. They are always contactable and carry instructions in a timely manner.
The fund performances have been excellent too.
I look forward to continuing our investment relationship.
12 February 2026
Unprompted review
Reply from Rathbones
Dear nonamegiven,
Thank you for your review. We're delighted to hear that your relationship with James and the Liverpool team has been so positive over the past eight years. It's great to know that they've been consistently contactable, acted on your instructions promptly, and you're pleased with the performance of your portfolio.
Best wishes,
Abbey
Stood the test of time
Now over 70, I was first introduced to Rathbones at the age of 12 by my father, who was not a man to be trifled with but he highly regarded Rathbones’ expertise! Since then my husband and I have continued to invest in Rathbones: we have not only built up a robust portfolio but also built a relationship based on mutual trust and respect with James Hedley. He has been our point of contact for twenty years and we have found him to be knowledgeable, informative and approachable. I am very glad my parents chose Rathbones to manage their investments and it is a tradition I have been proud to continue. I have no hesitation in recommending their services.
15 February 2026
Unprompted review
Reply from Rathbones
Dear JM,
Thank you for taking the time to share your experience. It's great to hear that your relationship with Rathbones spans so many years, and that the confidence first placed by your father has continued through the generations. We're delighted that your long-term relationship with James has been built on trust, clear communication, and approachability, and that you felt well supported throughout. James will be so happy to hear your feedback!
Best wishes,
Abbey
We’ve used Rathbones for almost ten…
We’ve used Rathbones for almost ten years to look after our portfolio and pension. They keep us well informed, and their administration is excellent.
13 February 2026
Unprompted review
Reply from Rathbones
Dear Cristina,
Thank you for your feedback and for placing your trust in us over the past ten years. We are very pleased to hear that you feel well informed and that you have had a positive experience with our administration.
Kind regards,
Angus
Rathbones
Since I met with Angus Kerr at Rathbones I have been very impressed with his and the entire teams approach. Information has always been presented in a format easy to digest and with the appropriate level of detail for such matters. Any questions or concerns have been dealt with effectively with speed and fullness in response. My experiance from initial contact to being a client over the last few years has been top class.
13 February 2026
Unprompted review
Reply from Rathbones
Dear ASM,
Thank you for your feedback. We are very pleased to hear that you value the team’s approach, the clarity of our communications, and the support you have received since becoming a client. It is encouraging to know your experience over the past few years has been so positive.
Kind regards,
Angus (a different one)
Extremely pleased we moved to Rathbones
We have been extremely pleased with the service we have received from James Hedley and his team since our move to Rathbones. The level of attention to detail and the time & care taken to explain our expanding portfolio has been second to none. You always feel that YOUR needs are the priority and nothing is too much trouble. We look forward to a long and beneficial relationship as we enter retirement.
8 February 2026
Unprompted review
Reply from Rathbones
Dear Nicholas,
Thank you for sharing your experience. It’s great to hear that James and the team have been able to support you with clarity and care, and that you’ve felt your needs are always a priority. We’re pleased the move has been a positive one as you enter retirement.
Best wishes,
Angus
Rathbones Guildford
Having used Matt Farrer for a few years now I have always found his support excellent and provided direction and advice when I have needed it most. No hesitation in recommending.
12 February 2026
Unprompted review
Reply from Rathbones
Dear Darren,
Thank you for sharing your comments. It’s good to hear that Matt’s guidance has been helpful and that you’ve felt supported when it’s mattered most.
Best wishes,
Angus
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