Rathbones - Glasgow Reviews 65

We’ve been using Rathbones for 3years now. We meet in the Edinburgh office because it’s easier for us and Stephanie and Tom are good enough to come across from Glasgow.
They’ve taken the time to find out what matters to us in terms of our financial investments and future planning for us and our family which has made it feel like a really personal service. We get good updates via emails and it’s made clear that the communication channels are always open.

I had an excellent experience with Angus Kerr and his team. From start to finish, the team was professional, responsive, and genuinely committed to delivering great results. Communication was clear and timely, and every interaction felt supportive and customer-focused.

What stood out most was positive attention to detail, expertise, or going above and beyond. It made the entire process smooth and stress-free.

I would highly recommend Rathbones to anyone looking for financial investment services . They truly exceeded my expectations!

Thank you for your outstanding service—

I have a great relationship with Rathbones. I have always found my investment team to be efficient, easy to talk to and most importantly they give great advice. I love the personal relationships see have built up over the years and in a world which is dominated more and more by algorithms and call centres I appreciate the personal service I always get from Angus and Julie. Keep it up guys - you are the best!

I have had excellent service for the past 5 years with Rathbones. My personal advisor James Mulholland has guided me with his professional and experienced approach and I trust his advice and judgement 100% and feel safe in his capable hands. He is very approachable with a way of explaining my portfolio to me (a non-financial but interested client) in a way that I understand it. He remains in regular contact with me and always gets back to me very promptly.

I've been a client of Rathbones for a number of years and have always been very happy with the service for my family and myself. I feel there is an honesty with the service. In particular my Financial Advisor Stephen Hall from the Glasgow office gives me excellent help without patronising me in any way. If I require to speak to him and he's busy he comes back to me very quickly. Any other members of staff I've spoken with too have always been helpful. I have already recommended two friends to the company and wouldn't hesitate to do so again.

I have been with Angus Kerr for over 20 years and have always been extremely satisfied with the service provided.

Very pleased with the service I have been receiving from Rathbones. The staff are always very friendly, knowledgeable and efficient. If there are any questions they are always happy to help.

We originally used S&J in Glasgow for our investments, they were then taken over by Rathbones which initially we were a little apprehensive about . We have been extremely happy with how Angela Smith has handled our portfolio and us! She is very personable and helps us to feel confident that she is acting in our best interest.
We would certainly recommend Rathbones in Glasgow

We were clients of S&J and it's good to see the same good service under the Rathbones name but with greater possibilities for investment research. Adam Drummond and Ellie Marshall are very approachable, communicate well and are happy to meet us to discuss strategy. We feel they have a good understanding of our requirements and those of our family.

We were long-standing clients of Speirs & Jeffrey and were delighted to find that the excellent service they provided has continued and developed after the firm joined with Rathbones.
Alistair Crichton is an excellent adviser and he knows precisely what standards S&J clients expect. He always meets these standards. These are the high standards of service which Rathbones demand for clients. Alistair has been competent, careful and considered in all the advice he has given us over several years. He keeps himself fully abreast of what is happening in the ever more complicated and fast moving world of finance. As a result our portfolios have grown pleasingly. Moreover, he is a thoroughly good and pleasant man to deal with and never fails to keep in touch.So we look forward to the future with confidence.

Prior to its merger with Rathbones, we were with S and J for many years and then as now Mark was our friendly and professional contact. We have really benefited from Mark’s careful and analytical investment advice over the years and it is good to feel relaxed and positive, knowing that our affairs are in capable hands.

Angus Kerr has looked after my affairs through Rathbones for years and I can always depend on his support and advice.
Now I am starting a family, I feel reassured to be with Rathbones. My needs are looked after on a personal level within a highly professional and efficient system and I'm happy with the performance of my portfolio.
It's exactly what I need.

My mother was with S&J for many years and got exceptional service from Mark. I have been very pleased to continue the relationship after the merger with Rathbones. Mark keeps in touch regularly to ensure I am up to speed with my portfolio. When he is away on leave Ben is always on hand to answer any questions. A newer aspect I have experienced is invitations to hospitality events where it is lovely to chat to Mark and Ben in an informal setting.

We have used Rathbones to look after our portfolio for a number of years and have been very happy with the results both in terms of capital growth and income.
Our investment manager Dean Young inspires great confidence and displays excellent skill in balancing our investments with regard to our objectives and risk parameters.

Rathbones provide a professional and very personal service to their clients. Since joining them from S&J we have found Vicki Linton and Alistair Crichton to be friendly, helpful and very efficient. They have a good understanding of our aims and are always attentive. We receive regular updates on investment strategy and the performance of our investments.
Rathbones are a family orientated investment broker providing a first class service, All our family are delighted to deal with them.

Gordon Winship has been my stockbroker for many years prior to becoming one of the Investment Directors at Rathbones in Glasgow. I am extremely grateful to Gordon for his support, friendship and to the highly professional advice he gives me.
I would recommend Rathbones as a firm of Stockbrokers as they offer an extensive range of services and are very Client focused. This was evident last night at their reception on The Royal Yacht Britannia. Thank you.

As someone who struggles with the concept of financial planning I am happy to use Rathbones and to have the benefit of Fraser Craig's advice. He is aware of my personal goals and can advise me accordingly.

We very much enjoyed meeting with Fraser Craig from Rathbones as it is good to have our investments explained in person. This also gives us the opportunity to ask specific questions from the person who has a deep understanding of the industry. We have been extremely satisfied with the service provided by Fraser at Rathbones.

The personal and responsive approach. Regular and meaningful contact. Mark and Ben are easy to deal with and able to explain investment goals

We have been well looked after by Angela Smith at Rathbones for many years and have benefited greatly from her advice and guidance. The professional support provided by Angela and the team is excellent and we would recommend them to anyone looking for investment and wealth management services.