Rathbones - Glasgow Reviews 

I have been a client with Rathbones since the merger with Speirs and Jeffrey. Mark Cowan continues to look after my portfolio and I have been very pleased with the results both in terms of capital growth and income. Mark provides a very personal service always ensuring I am both up to date with what is happening in world markets and in my own portfolio in particular.
I find the annual meetings we have to review things very helpful and it does focus my mind. Finally I am very impressed with the quality and usefulness of the Rathbones Tax Report which has all the information clearly laid out to assist me in completing my annual tax return.

We have been clients of Rathbones for over a decade, and with Spiers & Jeffrey even before that. In all those years our portfolio has been managed by Michael Daly who, despite turbulent world events and markets, has steered our investments impeccably. His breadth of knowledge, insight into the markets and sensitivity to our risk levels instils us with huge confidence and trust. We appreciate his frequent communications about investment decisions, his swift response to questions and the clarity with which he answers. Our annual reviews with Tom Flanagan, Michael and the wider team have become invaluable benchmarks by which to plot our near and distant future. We recommend Rathbones if you are seeking financial advice.

I have had the pleasure of dealing with Angus Kerr and his team at Rathbones. They have consistently provided a professional, streamlined, and highly personalised service, making every interaction both straightforward and enjoyable.

Angus Kerr and his team, have proved exceptional to deal with and a very professional service

I have been a client with Rathbones since the successful merger with Spiers and Jeffrey who I had used for many years beforehand. Angela Smith manages all my investment portfolios. I find Angela extremely knowledgable and I trust her expertise and decisions without question. I am kept updated on all developments and any questions I have are answered very promptly and explained in an easy to understand manner. As I am shortly about to retire I was introduced to Tom Flanigan about wealth planning. After a couple of meetings with Tom a comprehensive report was prepared with all my options which has given me a better and less stressful transition for my future. Angela and Tom work together in what is best for me which is very reassuring.

I have been very fortunate to have had the benefit of Stephen Hall's support and indepth knowledge over the last number of years. Knowing that investments are in good hands is imperative and we can rely on Stephen's expert opinion and encyclopaedic industry understanding to answer all our questions. We have also worked with Fiona who has been outstanding in her expertise in the charity sector.

Very good support from Stephen Hall and his team. Appreciated the tracking to benchmarks each quarter and the recent performance trends.
Had a wonderful evening at Edinburgh Castle, and looked after by Stephen

The investment management team at Rathbones, headed by Tony Smith, Andrew, Sarah & Rebecca have looked after my portfolio for many years. It is very reassuring to know such a professional team is dedicated to doing their best to ensure my investments not only do well, but also looking after me and my family personal needs. Regular communication is key to our relationship & Tony & his team keep me informed of investments & global matter's. Having recently retired and needing a financial adviser, Tony asked Tom Flanigan’s team to help. A detailed report was prepared with all my options, this was carried out by means of Teams meetings to discuss what I needed to transition into retirement. I now have another pension product with them which has performed excellently. The Rathbones app is very easy to navigate though and provides an instant access to my portfolio. Would definitely recommend Rathbones, first class service.

Tony Smith and his team have over a number of years now provided me with sound and rewarding advice on my portfolio and those of other family members. The team are friendly, timely and very thorough in the way they present information.

I have been fortunate to have had an investment portfolio with Rathbones for over 15 years now. My brother, sister, parents and aunt also have/had portfolios with them. We are incredibly fortunate to have had Angus Kerr (and Julie Smith) as our portfolio managers.

Both Angus and Julie have been phenomenal ambassadors for Rathbones. They have always provided wise and effective counsel with balanced views about how best to invest and spend my portfolio. I have regularly found myself asking for and having complete trust in their opinions as someone who is not a specialist in investing.

I am also aware they provide the same level of care, attention and efficiency for other members of my family.

They are a credit to the organisation and provide a level of comfort and reassurance that is exemplary.

Stephanie Graham and her team at Rathbones have been phenomenal over the past decade. Not only have they deftly managed market turbulence of recent years, but I have hugely appreciated the personal touch and excellent communication I have recieved. Stephanie is always around to dicuss any questions I have about my portfolio and explains things with great clarity. It is a great relief to know that my portfolio is in such capable hands.

My portfolio has been managed very successfully by Rathbones & my account manager, James Mulholland has provided me with regular updates & phone conversations to discuss the status of my stocks/shares.

Expert financial advice and support with very prompt responses to communications delivered by knowledgeable, friendly and courteous personnel, namely Angus Kerr supported by Julie Smith and Amy McCulloch.

Today I had a very positive annual meeting with my account manager Brian Quigley. Brian is very pleasant and professional and takes the time to explain everything to me in a way I can understand. I feel confident to discuss my finances with him and under his management my portfolio has performed extremely well .I know that I am in great hands and I look forward to many years of great service. I would highly recommend Brian.

We have been with Rathbones for over four years now, our account being managed by Cameron Pollock.
We are more than happy with the service. Cameron is regularly in touch with us and on the occasions we have met to review our portfolio, we have been both impressed and reassured by his advice.
Our investments have endured the turbulence of the last few years and prospered, eloquent of his expertise in managing our funds.
We have no hesitation whatsoever in commending Cameron to any future clients of the company.

I feel very fortunate to have my investment portfolio managed by Diana Hofmann who I can’t praise highly enough.
Diana is utterly professional in all that she does and also very personable.
She is quick and efficient in getting things done and I have complete trust in her making financial decisions on my behalf.
It is always a pleasure dealing with her and I look forward to any opportunity we get to discuss where everything is at.

I cannot rate Diana Hofmann highly enough!
Diana is responsible for my elderly mum’s portfolio (which is operated under Power of Attorney) and in spite of world volatility continues to grow!).
Diana is approachable and smart, she is quick to respond and I trust her…
it’s tough being an Attorney to an elderly relative but Diana is always there to support and guide. I would not hesitate to recommend her !

We were with Russell Crichton at Spiers and Jeffrey for some years before moving to Stephen Hall at Rathbones on Russell's retirement. Fortunately Russell suggested Stephen as our new fund manager and we could't have been luckier with his choice. Stephen is always on hand to explain any points in simple language for me and keeps in regular contact as well which I find one of the more important aspects. Quite apart from skilful mangement of my account.

We have been with Rathbones (previously Speirs & Jeffrey) for over twenty years. Gordon Winship has been our investment manager throughout and we have always found him extremely professional and efficient. In volatile and turbulent markets he has always assisted us to navigate our way through, making time for meetings and follow-up calls. We have recommended Rathbones to friends and family for the continued positive results and excellent service.

We were lucky to find Angus Kerr at Rathbones through a friends reccomendation for investment advice.
As micice investors, Angus (and his very competent team) were ideal for us. Since that time in 2018 we have been more than confident and satisfied with the entire service provided by Rathbones. As a result we were happy to move more investments over to them last year. Despite challenging world events we have been delighted with the performance of all aspects.
Angus and his friendly, helpful and VRRY patient team have been exactly what we were looking for as a family to plan for the future.