rathbones.com

4.9
4.9 Based on 61 reviews

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....

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Average Rating

4.9

/
5

61 Reviews

5 Star
98%
4 Star
0%
3 Star
0%
2 Star
0%
1 Star
2%

All Reviews

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nonamegiven
James Hedley and his team at Rathbones Liverpool have been fantastic since I started investing c 8

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.

5
Date of experience: Feb 15, 2026
Stefan Szynaka
I’m am a client of Rathbones (and before that, Investec) and have always been very happy with the he

I’m am a client of Rathbones (and before that, Investec) and have always been very happy with the help and support that I have received. My portfolio has performed very well too during all this time.
My Investment Director is Mark Walsh, in the Cheltenham office, who has always been a pleasure to work with. He has always offered very sound advice and has been very responsive to any issues that have arisen.
Stefan Szynaka

5
Date of experience: Feb 11, 2026
Delbert Baker
Extremely satisfied with this service

We are thoroughly pleased with the returns on our investment and the assistance we receive from the team, especially from a specific representative. This individual is knowledgeable, friendly, and approachable. We feel assured knowing we can reach out for personal attention whenever needed, addressing any issues or concerns we may have.

5
Date of experience: Jan 17, 2026
Jodi Kelly
Outstanding guidance and client support

Although I've only been collaborating with the team for a brief time, my experience has been remarkably positive. They provide clear guidance and ongoing support at every opportunity. No question feels trivial, and they are always willing to discuss any concerns I may have. I feel well supported and confident that my investments are being managed with care.

5
Date of experience: Jan 17, 2026
Liamtibet
Consistent excellence in guidance and support

I have been with this company for many years and have consistently found their advice to be outstanding. I appreciate their balanced approach. The team is always supportive, and we have experienced steady growth together. They are never critical when I need to withdraw funds for other projects; instead, they provide constructive solutions. The team members are fantastic, ensuring I never feel alone and that advice is readily available, even when they are busy with other clients or out of the office. The service I receive is unparalleled.

5
Date of experience: Jan 16, 2026
Frederick Clark
Exceptional service

The team is always available, offering helpful, friendly, and practical advice. It's truly a pleasure to work with them.

5
Date of experience: Jan 16, 2026
Kelsey Patterson
Outstanding customer service and performance

As a retired financial adviser, I had partnered with this service for many years. When a specific representative moved here, I was thrilled to transfer my portfolio with them. The support provided is excellent, and the online portal allows me to monitor my portfolio regularly with detailed information. The representative has demonstrated expertise by achieving great performance through wise stock selection and ongoing asset management, resulting in both income and capital growth over the past two years, which I am very pleased with. I would recommend this representative and the service without hesitation.

5
Date of experience: Jan 16, 2026
Barry F.
A fantastic team led by a great representative

I have been with my adviser for many years and have always found their advice to be exceptional. I appreciate their balanced approach. They are always helpful, and we have seen steady growth together. I particularly value their constructive support when I need to withdraw funds for other projects. The team surrounding this adviser is also excellent, ensuring that I always have access to advice, even when they are busy or out of the office. The service I receive is unmatched.

5
Date of experience: Jan 16, 2026
Impressive returns from the team

The team has provided remarkable service over the years to me and my family. They understand our investment objectives, are always available when needed, and offer a truly personalized service. Most importantly, they have consistently achieved excellent returns on our portfolio!

5
Date of experience: Jan 16, 2026
MS82
Long-term satisfaction with their investment service

I have been utilizing their investment management service for many years and remain very satisfied with the experience. The team is responsive and professional, and the strategy appears well-considered and aligned with our risk profile.

5
Date of experience: Jan 16, 2026

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Business Details

  • 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.

  • call 02073990000
  • language https://www.rathbones.com

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