Rathbones - Edinburgh Reviews 92

Thank you, Rathbones Edinburgh

I am grateful to Rathbones Edinburgh for their sensible all-round advice and to Justin Armet for the civilised way in which he can be relied on to provide it. When it comes to just in time delivery of what I need to know, Justin's your man!

I was originally with Investec and was very pleased with their culture. Now they have merged with Rathbones and I haven't noticed any adverse changes. That culture involves a personal approach, getting to know each client, their situation financially and family-wise. Of course what matters in the end is what they can deliver in returns and so far that has not disappointed. They also offer advice on what to do about issues like gifting to family members and so on which are very important. I have dealt mainly with Hector Falconer and Douglas Spence and would thoroughly recommend their people-first approach. It gives me confidence that they put their emphasis on what is in the clients best interests

My wife and I have had the majority of our investments managed by Rathbones (and Investec before the merger) for almost 10 years and they have performed consistently well (despite the 2008 GFC and CoViD).
Hector Falconer and his team leader Douglas Spence have at all times been pro-active, user friendly and kept us fully updated. Never at anytime have we felt left "in the dark" and our client experience has been excellent.

My longstanding historic asset managers in Edinburgh are now successfully part of the larger Rathbones group but with the same personnel (Ross Middleton and his team) looking after my client account. Rathbones give excellent advice, always carefully tailored to my individual needs. I feel very confident that Ross and the Rathbones staff know my circumstances and make sound decisions about my investments. I am very pleased with their performance as asset managers.

My wife and I have entrusted our investments to Rathbones for over 15 years. Our experience has consistently been one of a professional and efficient service. Justin Armet and his colleagues take the time to understand our circumstances and manage our portfolio to meet our future needs and aspirations. Communication is excellent, and we are always pleased with the guidance and advice we receive.

Opening an account with Rathbones in Edinburgh was one of the best financial decisions I’ve ever made. Stephen Hunter and the team from Rathbones have consistently delivered excellent results. They are totally professional in all their dealings with me yet friendly and very approachable. The Rathbones app on my phone has proved to excellent in providing instant information regarding my account.
Happy to recommend their services.

Always a professional, friendly and supportive approach to managing my portfolio (Gordon Lawrie).
I feel confident and in good hands.
Thanks for all your help.

The service received from Gordon (Lawrie) and his team has always been very professional while also being very friendly. The advice we have been given has always been excellent and we would thoroughly recommend Rathbones.

Stephen has looked after our financial affairs for nearly twenty years. He has taken a really personal interest in our situation and has managed the money excellently to meet our slightly unusual circumstances.

My wife and I have dealt with Keith McKenzie for many years. We are constantly delighted by the time and energy that Keith devotes to advising us regarding our portfolio and interpreting the complex world in which our investments must be managed. He brings a clear understanding of our circumstances and risk profile to every conversation.

Keith MacKenzie and his colleagues provide us with an outstanding service. His advice is clear and Rathbones offers helpful commentary and perspective. With a sophisticated approach to risk management and the support of a depth of expertise in the firm, we feel confident that we are in good hands.

Stephen Hunter and his team at Rathbones have managed my investments for the last six years now and thanks to his strategy the value is now in excess of the amount originally invested, despite my regular withdrawals! Even though we only meet once a year I know that if I have any concerns at all he and the team are only an email / message away, which is particularly reassuring. Thank you.

Stephen Hunter at Rathbones has looked after my portfolio for many years now and I couldn’t be happier with the service. Stephen is professional, knowledgeable and personable. He is quick to respond and I always look forward to the conversation we have. Stephen takes time out to speak to me about a wide range of topics and is always willing to share his insight. I would highly recommend Stephen and Rathbones.

I have always been very happy with the service from Rathbones. In particular over the years Stephen Hunter has been very accessible and open to discuss the progress of the portfolio in detail, demonstrating strong understanding of all of the investments.

Stephen Hunter has looked after me and my family for around 20 years and has always been a great blend of professional, attentive and proactive. I wouldn’t hesitate to recommend Rathbones, particularly Stephen.

Rathbones has managed my own and my family's portfolios for many years. Stephen Hunter has been consistently helpful over the years, and has always been considered and balanced in his advice. My contact with him has been very professional, but with a leavening of informality and dry humour, never inappropriately.

After a sudden bereavement over twenty years ago, I was fortunate to have had the help and support of Stephen Hunter and the Rathbones Edinburgh team. Whoever you contact responds immediately and effectively, and Stephen regularly contacts me to discuss my portfolio, advising professionally and patiently.

Euan MacDonald has looked after my portfolio for over eight years. He has always been prepared to spend time giving me insight into the reasons for buying or selling funds or shares. He has on many occasions gone out his way to he helpful.
My portfolio has preformed well over this period and I have no hesitation in recommending Euan and Rathbones.

I found Rathbone's approach to be professional with a personal touch. This makes a difference. Well done Keith Mackenzie on that. They keep me in touch with market trends and how they are responding to a complex investment market. I have only been with Rathbones for a relatively short time but I like what I see and what I am experiencing.

Stephen Hunter and Rathbones Team have looked after our Portfolio for many years.
With guide dance and advice.
They are always there to help with any questions we might have and respond very quickly.
Its not easy understanding what to do with investment matters and we can 100% recommend Stephen Hunter and Rathbones team to any one looking for advice on investments.