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Rathbones - Guildford Reviews 33

TrustScore 4.5 out of 5

4.7

Connaught House, Alexandra Terrace, GU1 3DA Guildford, GB


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Rated 5 out of 5 stars

Our FAs explained our current situation clearly and concisely. They answered all our questions and were clearly very familiar with our personal circumstances. We very much felt that they have our be... See more

Company replied

Rated 5 out of 5 stars

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 f... See more

Company replied

Rated 5 out of 5 stars

I’ve only been working with Phil and his team for a short time, but my experience so far has been extremely positive. At every opportunity they provide clear guidance and ongoing support. No question... See more

Company replied

Rated 5 out of 5 stars

Phil Maher has been looking after my affairs for 15 years and has been joined more recently by Mim and Ahmed. I am highly satisfied by the results they have obtained. I have had several meetings with... See more

Company replied


Company details

  1. Investment Service
  2. Financial Consultant
  3. Financial Planner
  4. Investment Company
  5. Stock Broker

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

  • Connaught House, Alexandra Terrace, GU1 3DA, Guildford, United Kingdom

  • 0148 340 6553

4.7

Excellent

TrustScore 4.5 out of 5

33 reviews

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Rated 5 out of 5 stars

Great advisory services - would recommend.

I was very pleased with Matt's professional and thorough approach to explaining my finances and would highly recommend his advisory services.

5 February 2026
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear PS,

Thank you for taking the time to share your kind feedback. We're pleased to hear that Matt's professional and thorough approach helped your finances clearly, and that you feel confident in the advice provided. Your recommendation is very much appreciated.

Kind regards,
Abbey

Rated 5 out of 5 stars

Our FAs explained our current situation…

Our FAs explained our current situation clearly and concisely. They answered all our questions and were clearly very familiar with our personal circumstances. We very much felt that they have our best interests at heart.

1 April 2026
Unprompted review
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Reply from Rathbones - Guildford

Dear Mr P. Watson,

Thank you for your feedback. We're pleased to hear that your advisers explained your situation clearly, took the time to answer your questions, and demonstrated a strong understanding of your personal circumstances. Your best interests are at the heart of everything we do - so it's great to hear that you felt your best interests were with the guidance you were provided with.

Best wishes,
Abbey

Rated 5 out of 5 stars

Yes these guys know what they are…

Yes these guys know what they are doing, transfer from Investec was smooth, things were explained on the way, no issues

23 December 2025
Unprompted review
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Reply from Rathbones - Guildford

Dear Philip,

Thank you for your feedback. We’re so pleased to hear that your transfer from Investec Wealth & Investment was smooth and that you’ve felt well supported and informed throughout the process.

Kind regards,
Angus

Rated 5 out of 5 stars

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
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Reply from Rathbones - Guildford

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

Rated 5 out of 5 stars

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
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Reply from Rathbones - Guildford

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

Rated 5 out of 5 stars

Highly recommended

Excellent service and management of my financial affairs, and delivered professionally from the team. Communication is clear and regular, expectations always met, and the overall experience is very positive. From the office leadership to the administrators, all superb. I would comfortably recommend Phil and the whole team.

2 December 2025
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear George,

Thank you for sharing your feedback. We're delighted to hear that you've received such excellent service and support from Phil and the wider team. It's great to know that communication has been clear and consistent, expectations have been met, and that your overall experience has been so positive.

Best wishes,
Abbey

Rated 5 out of 5 stars

Excellent and Helpful Annual Financial Review

Excellent and extremely helpful annual financial review with Matt and Joe from Rathbones

4 February 2026
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear Steve,

Thank you for your kind feedback. We're pleased to hear that your annual financial review with Matt and Joe was both helpful and constructive. It's great to know the session provided the clarity and support you were looking for.

Best wishes,
Abbey

Rated 5 out of 5 stars

Penny West

Phil Maher has been looking after my affairs for 15 years and has been joined more recently by Mim and Ahmed. I am highly satisfied by the results they have obtained. I have had several meetings with them over the years which have always been to the point and carried out in a professional but friendly way with frequent good humour on all sides. Constant information and speedy replies to queries is a feature their dealings with me. Recently a transfer of complex shareholdings to Rathbones was conducted with much patience by them.

27 November 2025
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear Christopher,

Thank you for taking the time to share your experience. We're delighted to hear that Phil has supported you so well over the past 15 years, and that the more recent involvement and Mim and Ahmed has continued to strengthen that relationship. It's also wonderful to know that your meetings have always been clear, professional and friendly - and that their prompt communication and regular updates have helped you feel well informed.

Best wishes,
Abbey

Rated 4 out of 5 stars

Phil and his team.

Phil and his team have helped me navigate the treacherous waters of personal finance! They know the importance of communication without filling our inbox with unnecessary emails. Their advice and help has been exceptional.

28 January 2026
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear Chris,

Thank you for your feedback. We're pleased to hear that Phil and is team have been able to guide you through the more challenging areas of personal finance, and that their communication strikes the right balance for you. It's great to know their advice and support have felt exceptional - Phil and the team will be delighted to hear this!

Best wishes,
Abbey

Rated 5 out of 5 stars

High standard !

Phil, Ahmed and the team have been fantastic! Always , approachable reliable and professional. I know I can leave my investment portfolio in their capable hands!

22 January 2026
Unprompted review
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Reply from Rathbones - Guildford

Dear Debbie,

Thank you for your kind feedback. We're pleased to hear that Phil, Ahmed, and the team have been fantastic in supporting you, and their approachable, reliable, and professional manner has given you confidence in how your portfolio is managed. They will be delighted to hear your feedback!

Best wishes,
Abbey

Rated 5 out of 5 stars

Trustworthy and professional

Nadine has been looking after my and my husbands pensions for many years and has always been responsive, diligent and professional. Nadine’s friendly, approachable and accessible attitude is much appreciated. As we now enter retirement, Nadine has been very thorough in researching the different options available to us and making sure we understand them before offering her advice which we trust. Thank you Nadine.

14 January 2026
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear Jackie,

Thank you for taking the time to share your experience. We're very pleased to hear that Nadine has supported you and your husband's pensions so consistently over the years, and that her responsive, diligent, and professional approach has been so valuable to you. It's great to know that, as you now move into retirement, her thorough research and clear explanations have helped you feel informed and confident in the decisions ahead.

Best wishes,
Abbey

Rated 5 out of 5 stars

Rathbones (Guildford) offer an exceptional service

Five star financial advice and guidance from the professional and informed Rathbones team. As well as offering first-rate service, my contact at Rathbones (Simon Connor) is friendly, supportive and proactive in offering relevant and timely information about issues that affect me and might influence the dynamics of my portfolio. Very highly recommended

23 December 2025
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear DJG,

Thank you for sharing your experience. We're very pleased to hear that you've received five-star advice and guidance, and that our team have been both professional and well-informed throughout. It's great to know Simon has been friendly, supportive, and proactive in keeping you updated on matters that could affect your portfolio.

Best wishes,
Abbey

Rated 5 out of 5 stars

Feedback

Phil and his team have gone to great lengths to understand my situation and reassure me and keep me informed.
I couldn’t ask for more.

21 January 2026
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear Paula,

Thank you for your kind feedback. We're pleased to hear that Phil and his team have taken the time to understand your situation and keep you well informed throughout. It's great to know you've felt reassured and supported - we're glad the experience with us has met your expectations!

Best wishes,
Abbey

Rated 5 out of 5 stars

Friendly and efficient advice

Phil Maher and his team have managed my investments wisely and kindly for 20 years Last year my portfolio increased by 19% Thank you Rathbones

19 January 2026
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear Mrs Divett,

Thank you for sharing your feedback. It's great to hear that Phil and the team have managed your investments wisely for 20 years!

Best wishes,
Abbey

Rated 5 out of 5 stars

Strong Team

I have been with Phil and his team for many years and during that time have had highs and lows its very important to have a strong knowable team in place to guide you through the lows, and they are that team.
I have a varied portfolio with Rathbones and they have over the years geared it to my situation and age which they have very successfully.

19 January 2026
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear Mark,

Thank you for your thoughtful feedback. We're pleased to hear that you've felt well supported by Phil and his team over the years. It's great to know that their knowledge and steady guidance have helped you navigate those more challenging periods with confidence.

Best wishes,
Abbey

Rated 5 out of 5 stars

Excellent investment performance and support

Phil Maher has been my investment manager since 2018 with consistency of support from Mim and Ahmed. I have been delighted with the investment performance which has exceeded benchmark in 6 out of 7 years. Phil and the team are highly knowledgeable and responsive. It has been a pleasure working with them.

18 January 2026
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear Stuart,

Thank you for sharing your experience. We're very pleased to hear that you've felt well supported by Phil since 2018, and that the consistency of care from Mim and Ahmed has made a real difference. It's great to know that you've found the team to be both knowledgeable and responsive. Phil and the team will be delighted to hear your feedback.

Best wishes,
Abbey

Rated 5 out of 5 stars

Helpful, knowledgeable, responsive

Phil and the team are very helpful and knowledgeable, and are responsive if we need assistance with something.

1 January 2026
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear Richard,

Thank you for your review. It's great to hear Phil and the team are very helpful and knowledgeable, and that they are responsive when you need assistance. Your feedback is important to us - and Phil and the team will be delighted to hear this!

Best wishes,
Abbey

Rated 5 out of 5 stars

TRUST & CONFIDENCE

My investments and financial planning are well looked after by Philip Maher, who has managed my portfolios for over 30 years, and the personal team of Ahmed, Mim and Claire. Any request of mine is promptly looked into and actioned straight away, if not within days, depending on the complexity, with telephone updates. Their overall knowledge of the Markets allows me to have Trust and Confidence in the decisions to buy and sell on my behalf. Advice on current market positions are Emailed on a regular basis. Thank you for all your work on my behalf

14 January 2026
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear Roger,

Thank you for sharing your experience and for the trust you've placed in Philip and his team over so many years. We're pleased to hear that your portfolios continue to be well looked after and that Ahmed, Mim, and Claire have helped provide prompt updates and clear communication whenever needed. The team will be delighted to hear your feedback!

Best wishes,
Abbey

Rated 5 out of 5 stars

Clear guidance and excellent client support

I’ve only been working with Phil and his team for a short time, but my experience so far has been extremely positive. At every opportunity they provide clear guidance and ongoing support. No question feels too simple, and whenever I have concerns they are always happy to take the time to talk things through with me. I feel well supported and confident knowing my investments are being carefully managed.

17 January 2026
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear Nathalie,

Thank you for sharing your experience so far. We're pleased to hear that Phil and his team have provided clear guidance and ongoing support at each step. We're delighted that you feel well supported and confident in how your investments are being managed.

Best wishes,
Abbey

Rated 5 out of 5 stars

Super Service

Phil and the team are always on hand, readily available with helpful, friendly, practical and honest advice. An absolute pleasure to deal with.

16 January 2026
Unprompted review
Rathbones - Guildford logo

Reply from Rathbones - Guildford

Dear Mr Rose,

Thank you for your feedback. We're pleased to hear that Phil and the team have been readily available with helpful, friendly, and practical advice. It's also great to know the support you've received has felt honest and enjoyable to deal with.

Kind regards,
Abbey

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