Rathbones Reviews 492

I have been working with Jason and Giles for a couple of years now and would have no problem recommending Rathbones to anyone. Their services are second to none and the professional approach has provided me with piece of mind knowing that my pension investments are in good hands. I can’t thank them enough for their help and advice and look forward to working with them for years to come.

Our family has had a relationship with Rathbones (ex-Investec) for a number of years covering all aspects of our financial planning and investment. Scott Jones and Hannah Gibson on the investment side have been tremendous in implementing appropriate investment strategies for us and communications and support are excellent. Amanda Cook on the financial planning side is also excellent at providing honest, realistic and thoughtful analysis and support. In a post-pandemic world with daily geo-political uncertainties arising it is reassuring to have the team at Rathbones there to help protect our families future.

Gillian van Barthold
I have been under the care of Darren Elmes for many years, predating his time even with Investec (now Rathbones), initially with my husband and now on my own as a widow. Throughout that period I have found him unfailingly helpful and supportive. Indeed, as I have often said, he is worth his weight in gold! Nothing is too much trouble for him and the same is true of his whole team, especially Julie Gardner. My portfolio has flourished and grown under his care and he has made retirement possible. I wholeheartedly recommend him and Rathbones to anyone considering investment.

Jo Hayman has looked after my money for 10 years now and has done a great job for me. She is diligent and highly personable. I am retiring soon and Jo will be assisting me with this next importans stage of my life.

I have been dealing with Rathbones, and more specifically the senior investment director Jason Hallam, over the last 2 years while I have been acting for my godparents firstly as POA and sadly then in the capacity as one of their executors. Jason and Rathbones have been very easy to deal with. They have been both extremely proactive and have dealt with all matters very promptly, making my role as POA and then as executor much easier. I have had every confidence in them throughout.

Responding on behalf of fellow Trustees of a long established and Glasgow based charity to commend the diligent handling by Brian Quigley over many years of the charity's investment portfolio along with his wise, reactive advice.

Rathbones manage my disabled son's finances for a number of years and have provided an excellent service. The team led by Adam are always friendly and approachable and provide valued advice and guidance concerning my son's funds as well as the wider market conditions.

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 investment products and strategies. It is a pleasure dealing with both Jason and Laura, and we feel in very safe hands.

Used the services of Rathbones to perform a financial planning review for my wife and I. They were patient, clear and comprehensive in that review and provided clear recommendations. There were pre and post report meetings to ensure my circumstances were fully understood and that I understood the recommendations. I have taken up all their advice (If you pay for expertise outside of your own expertise you need to trust that advice). Things have now settled into a new rhythm financially in terms of pension income and I have a new confidence that my savings have been invested sensibly and wisely.
I was treated with care and understanding.
The first introductory meeting was on the 9th January followed by two formal meetings (paid for ), The report issued on the 9th March.

I was introduced to George Blythe, a Rathbones Financial Planning Director, 2 years ago, in the midst of changing lifestyle,including retirement and unexpected personal circumstances. I was looking for financial planning advice to help address present and future demands. George, pleasantly, quietly and professionally reviewed my financial portfolio. With his guidance my portfolio has been simplified and is now easily managed.
His help has been invaluable

The third generation of our family have settled under the Rathbone umbrella via Rensburg and Investec.We have been looked after very well throughout .We are confident and assured,that with Divisional Director Richard Greenhalgh with investments and Andy Stevenson with our financial planning from the Manchester office continuing with us on the journey,our financial planning,particularly IHT is in good hands.
Once a year visits and constant availability,put everything,for our sake,in clear focus.We would highly commend this FTSE 250 Company.
John & Judith B.

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 the very turbulent times we currently live in. Cameron Pollock and his team should be congratulated by the way they have cared for our funds - the service we have received has been exemplary. We would recommend the service to friends and family.

Three generations of our family have entrusted our investments to Spiers & Jeffrey and, following their successful merger in 2018, to Rathbones. Throughout this time, Cameron Pollock and his team in Glasgow have managed our portfolio with exceptional professionalism and care. Their guidance has consistently inspired confidence, and we have nothing but the highest praise for the service they provide.

We are delighted to recommend Cameron and his team to anyone seeking high‑quality investment management and advice.

I would highly recommend Rathbones Glasgow office. Andrew Gaffney is excellent in every way and is a pleasure to work with. We are truly delighted with the personalised approach and professionalism from Andrew. He inspires total confidence and trust and is always readily available, friendly and approachable. Communication is always clear and he keeps in touch regularly with updates and to highlight forthcoming webinars etc.

I have been a client of the Glasgow office having been recommended by my then accountant sometime before it became part of Rathbones. I have always felt that my investments have been responsibly managed and I feel that I receive a high level of personal care and attention from Cameron Pollock. Thank you

I have had a long-standing relationship with the team in the Glasgow office, going back over 30 years to when my parents first entrusted their investments to Spiers & Jeffrey, and continuing through the transition to Rathbones.

Throughout that time, I have personally benefited from the guidance and support of Graeme Dickie, Cameron Pollock and Reece Duncan. Their advice has consistently been clear, considered and, importantly, well judged—particularly during periods of global uncertainty and market turbulence, Brexit, covid, wars et!!!. Looking back, the actions they recommended during those more challenging times have proven to be the right ones, which has given me a great deal of confidence in their expertise.

However, is not just their professionalism but their personal approach. They take the time to listen, explain, and reassure—especially during those moments when I read too much nonsense and have 'doom' scenarios and major market concerns. That combination of technical knowledge and genuine client care is invaluable.

I would have no hesitation in recommending the Glasgow team to anyone looking for trusted, long-term investment advice delivered with both professionalism and a personal touch.

We have been with Rathbones for about twenty years. Cameron Pollock and his associates look after our interests splendidly. We'd recommend the firm to anyone looking for a trusted company, guaranteed to give excellent advice and to take great care of your assets.

Jim and Jeannette Sieyes

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.

All my dealings with Sam and Laura over the last 4 years have been well organised, thoughtful, pleasant and fitting for my circumstances. My late husband had always dealt with financial matters, but now I feel better informed and can confidently recommend Rathbones.

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.