Rathbones - Cambridge Reviews 18

I've received an excellent service from Harry Lygoe and his team at Rathbones Cambridge managing my investment needs. It has been particularly helpful - and informative - to discuss and develop my portfolio directly with an experienced investment manager. I've greatly appreciated this personal approach at Rathbones, supported by a strong and responsive team.

Pam Beith has been my investment manager for over 20 years, and so it was only natural that I follow her move to Rathbones. She has understood my changing needs and what I need from my portfolio from being young and single to the challenges of now supporting a young family in what has increasingly become a difficult and unstable economic environment.

We’ve had the privilege of working with Pam Beith and her teams for over 15 years. Recently, we chose to follow her to Rathbones—not out of habit, but because we value a relationship built on trust, insight, and genuine human connection.
In an age of algorithms and automated responses, we seek something more personal: an Investment Director who understands our goals, interprets risk as a matter of personal context—not just numbers—and navigates volatile markets with both skill and empathy. We want conversations over coffee, not recorded phone messages or faceless websites. We want deep knowledge, not a relay to a back office.
With Pam and her team, we have exactly that. They listen, they understand, and they deliver. That’s why we followed her—and why we stay with her and her team.

Pam Beith and her team deliver an excellent, professional and responsive service.

Excellent and knowledgeable service, we as IFA's have worked with Simon Whitmore for a number of years and he has been a great help to our clients.

Pam and the team are unfailingly pleasant and helpful on every aspect of my financial affairs they are proactive with suggestions and extremely reactive to my requests.

Mark Winchester and his team at Rathbones Cambridge have looked after my affairs for several years now. They have guided me and my family through various events. They are very personable and excellent communicators. They are good listeners and equally good explainers. They take an enormous amount of trouble and I always enjoy our meetings.

We have an excellent working relationship with Simon and team Cambridge. Professional, courteous and responsive. Our relationship goes back some 20 years. Trust and sound proactive fund management means this relationship will continue, one hopes for another 20 years.

We have used Pam as our investment manager for a number of years now and alway received excellent service. Extremely knowledgable and a pleasure to deal with. Great back office support provided by the team in Cambridge.

We receive an excellent personal service from Simon Whitmore from the Cambridge office. Simon is always available for a discussion about our investments and offers good practical advice.
We have a long-standing relationship which we value very highly

Pam Beith at Rathbones really took the time to understand my personal circumstances and investment priorities before making a series of well-thought-through recommendations, and setting up a balanced portfolio for me.

Speaking as both client and IFA, I have always found Mark Winchester friendly, professional and calm which instils confidence and the knowledge that I am in the right hands.
His support team have been outstanding when I have worked with Rathbones (Cambridge) in representing our now mutual clients, this being since 2008 and still maintaining the very high standards.

We have been clients of Rathbones Cambridge for over 10 years. We have been extremely pleased with the results that Mark and the team have delivered throughout this time, regularly beating the market and forecasting and reacting to market dips to protect our capital. Overall they have delivered superb returns for us year on year. On top of this they are a very personable bunch and our review lunches and the summer garden party are extremely pleasant affairs.

Rathbones Cambridge office is my go to for my pension and financial investments , Mark and Lee are extremely professional and efficient.
The service I receive is exceptional and Rathbones always keep me informed with the changing financial circumstances.
Mark is always at the end of the phone and always answers my questions in an easy to understand manner.
I would certainly recommend this great financial institution.

I would have no hesitation in giving Rathbones a 200% recommendation. They have always gone above and beyond looking after our portfolio. Mark Winchester and his team are excellent. They have navigated some very challenging years and given us excellent results. I honestly could not recommend them enough.

Originally with Mark Winchester ofRathbones
Investments from 2008 and still here in 2025
Despite the ups and downs in the world of finance I have always relied on advice provided by Mark and his team and they have delivered and met all my expectations and requirements.
In my dealings I have found Mark and his team professional, informed and most of all trustworthy. They are now regarded as " part of the family" and as such I would recommend their services to anyone.

Mark Winchester at Rathbones has been our investment manager for a number of years. We have always found him very responsive to any queries we had and he has looked after our investments very well indeed. Since my husband died Mark has gone above and beyond in helping me to understand investment instruments better. He has always replied quickly and sensitively to any queries I have had.

In addition I have recently used Ben Shaw to provide me with independent advice on financial planning for the future. He, too, has been excellent and took time to understand fully what my priorities were before advising on possible courses of action.

I have a personal account and 2 trustee accounts that I manage with Mark and Lee at Rathbones. I have had these accounts for nearly 20 years. The performance on the funds has exceeded my expectations but even more importantly the personal service offered is fabulous. No request is left unattended and there is a personal care shown to me and to my trustee. I have recommended Rathbones Cambridge to many friends who have moved their money to be managed by the team here. Highly recommend