Rathbones - Edinburgh Reviews 76

I rang Stephen Hunter to get advice on my mother's estate. I felt like I was talking to a dear friend who has known my family over the years. He gave his opinion and it was so nice to hear that I am doing ok with everything and to keep going. Sometimes a friendly voice giving reassurance is just what is needed

My wife and I have looked to Ross Middleton as our financial adviser over more than a dozen years, following him as his employing company has changed. We have always found him both helpful and well informed and reassured by his memory of such issues as my health. Each year we are clear about our financial position and happy that we have agreed our concerns and expectations for the management of our funds over the coming year.

My family and I have known Alison Maillardet-O’Neill for a number of years now. Over that time, Alison has made a conscious effort to create a deep understanding of our family’s circumstances and priorities. She is professional, attentive, and highly communicative. She is always willing to explain things in greater detail, answer any questions, and make sure we feel informed and comfortable with every decision. What stands out most is her genuine commitment to acting in our best interest. Having that level of trust and continuity means a great deal. It gives real confidence and peace of mind that things are being managed carefully and thoughtfully. I would highly recommend Alison and her Rathbones team!

I've found everyone I have dealt with at Rathbones - be it fund manager, admin, IT support - to be polite, professional and reliable. A big plus point for me is that, should follow-ups be required, I am kept up-to-date on their progress. I deal mainly with Iain Curríe and his team and I have always had the impression that they have time not only to answer my queries, but also to offer advice as to a possible alternative approach. I also particularly appreciated help recently with a couple of technical issues (one docusign, one login).

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 Rathbones Edinburgh. Everything is explained in a clear and concise way. We always leave feeling calm and confident in our decisions. Lesley & Alan Watson

We have known Keith MacKeinzie for many years and have had regular face to face and online reviews with him. We find these meeting extremely useful. It is also always reassuring to know that our investments are well looked after and are performing well.

As Independent Financial Advisers, we have worked with Paul Mefford from the Rathbones (formerly Investec Wealth & Investment) Edinburgh office for many years. Paul has always gone above and beyond with the advice and service he provides and is well respected and trusted by all our mutual clients. In his absence, his colleagues Ciaran Liddy and Vivienne Murdoch provide an equally efficient service.

We have been a client of Ross Middleton for over 15 years, initially with Murray Investment Management and now with Rathbones. Throughout this period, Ross has provided excellent impartial advice and his dependability is unquestionable. Ross makes himself available to discuss any ongoing needs or queries that we may have and is very friendly during face to face discussions. Over the years we have placed a lot of trust in Ross to ensure that our investments are placed in the most advantageous financial areas. We would recommend Ross

I’ve had a great experience with Rathbones’ Edinburgh office and truly appreciate the consistent friendliness and professionalism from Ross, Ellie Schwemm, and Callum Hunter.

I visited Rathbones in Edinburgh and met with Keith MacKenzie. I was accompanied by my eldest son who is an executor of my will. The objective was to review the performance of my Rathbones investment and familiarise both with my portfolio. We were treated hospitably and were in receipt of a number of useful observations and suggestions. Further, a request for some specialised research was dealt with in a professional and timely manner. A very productive meeting.

I've known Ross Middleton for many years through various firms and when he and his team moved to Rathbones I had no hesitation but to stay with him. He is very grounded and and provides commentary and advice in easily understandable straight forward terms. In the event that he's not available at any time, I may end up speaking to one of the equally helpful Investment team members. Recommended.

We are always warmly welcomed by Ross and his team at Rathbones
Over the years he has got to know us and how we approach our investments
We feel very secure that our values are shared and understood

I've been dealing with Ross for many many years now & coudldn't feel safer with him. Reliable & there if you need him.

Prompt and professional service with good communication.

Very prompt, professional, friendly and helpful wealth and investment service - as always.
I have known Ross Middleton, a senior member of this team, for many years and welcome his support and advice, which is always considered and well explained. It is good having continuity with a known person and team when making financial decisions, short and longer term.
To be recommended.

As the appointed LPA for my elderly parents, I’ve had extensive dealings with Euan MacDonald at Rathbones, and I’ve been extremely impressed with the level of service provided.

Managing financial matters on behalf of elderly relatives can be complex and, at times, quite stressful. Euan has consistently been patient, approachable, and highly knowledgeable, taking the time to explain options clearly and ensure I fully understand each decision. Nothing has ever felt rushed, and no question has been too small.

What stands out most is his willingness to go the extra mile. Whether it’s responding promptly to queries, providing thoughtful guidance tailored to my parents’ circumstances, or simply offering reassurance when needed, his support has made a significant difference.

I feel confident that my parents’ finances are in safe hands, and I would not hesitate to recommend Rathbones based on my experience.

A really interesting and interactive session on investing in the defence industry/stocks as a charity. Good slides and good questions and answers

Very good financial advice, and my advisor, Keith MacKenzie, is both highly informed and a pleasure to work with.

The team at Rathbones and in particular Douglas Spence and Hector Falconer provide us with exceptional customer service and advice in managing our financial portfolio. The suppport and guidance they provide during some very difficult and trying economic and financial climates has proved invaluable during recent years. I would have no hesitance in recommending the team at Rathbones, they provide a first class personal service.

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.