Rathbones - Guildford Reviews 36

My investments and financial planning are well looked after by Philip Maher, who has managed my portfolios for over 30 years, and the personal team of Ahmed, Mim and Claire. Any request of mine is promptly looked into and actioned straight away, if not within days, depending on the complexity, with telephone updates. Their overall knowledge of the Markets allows me to have Trust and Confidence in the decisions to buy and sell on my behalf. Advice on current market positions are Emailed on a regular basis. Thank you for all your work on my behalf

I’ve only been working with Phil and his team for a short time, but my experience so far has been extremely positive. At every opportunity they provide clear guidance and ongoing support. No question feels too simple, and whenever I have concerns they are always happy to take the time to talk things through with me. I feel well supported and confident knowing my investments are being carefully managed.

Phil and the team are always on hand, readily available with helpful, friendly, practical and honest advice. An absolute pleasure to deal with.

The team took great care to understand my requirements. The approach was friendly and professional. Support was there at every point to help complete complex administration. The Rathbones Team made a daunting experience as comfortable and simple as possible. The results delivered have out performed expectations. I would recommend this top-performing team.

I have been with Phil Maher for many years and always found his advice to be excellent. What i like is the balanced approach. He is always helpful and we have seen steady growth with him and his team and one thing that I particularly like is that he is never critical when I have needed to drawer funds for other projects, infact he has always come up with constructive ways to help. He surrounds himself with a great team in Ahmed, Mim and Claire and so you are never alone and advice is always available even when he is engaged with other clients or away from the office. The service provided to me is second to none.

Phil and his team have provided an excellent service over many years to me and my family. They have understood our investment goals, always been available when we have a requirement and provided a truly personal service. Most importantly they have consistently delivered great returns from our portfolio!

I got to know of Rathbones by way of my dealings with my Aunts portfolio both before and after her passing. She had the "Maher" team as her advisors for many years and was always pleased with the personal and friendly service she received. Following her passing I can only say how much their caring and understanding support was appreciated. I would have no hesitation in recommending them to anyone who needed competent financial advice with a personal touch. Phill Boyd

We would not hesitate in recommending Rathbones. The staff are helpful and knowledgeable and are always to hand to answer any queries we may have.

Excellent support from staff who are always available to help with worries, explanations or other queries however minor. Explanations are clear (essential when you are not well versed with financial workings). I cannot fault the service I have received, My only regret is that I didn’t move my investments to them earlier!

I am extremely happy with the trust, approachability and professionalism of Rathbones.

Phil Maher has been an exemplary banker and financial advisor to both myself and my wife for many years.
He is responses to all requests and his advice are both trustworthy and practical. He is always knowledgeable about the complexities of the financial markets and balanced in his recommendations.

The support team are rapid and diligent with their execution.

I’ve been using their investment management service for many years and we are remain very happy with the experience. The team is responsive and professional, and the strategy feels well thought out and aligned with our risk profile.

I trust Rathbones to take care of-and invest wisely - my portfolio.
I have an annual review but if I request help there is always someone who will talk to me.
I have know some of the Guildford team for many years and I am always treated courteously and with respect.
Well done the Guildford Team.

Claire Rainey in particular has been a godsend to me. I have been dealing with 3 estates post death and she has responded promptly to my queries. She is a great ambassador for Rathbones.

I am very happy with the level of service I receive from Rathbones. Matt Farrer has been my financial planner for 5 years and has been consistently professional, personable and supportive. He has helped me through a number of decisions regarding how to best manage my SIPP and his advice is considered and transparent. He also kept me very well informed through the transition from Investec to Rathbones and answered any concerns that I had. Matt has always been quick to respond to queries and is clear and concise in his communications. Also, he is a very nice chap. For the past 12 months, Simon Connor has managed my SIPP investment strategy, and has overseen the continuation of impressive growth. Simon is always happy to explain his decisions and the market conditions behind them so I feel very involved in the whole process. I am very confident that between Matt and Simon my Rathbones SIPP is in safe hands

Simon Connor manages my Rathbones SIPP while his colleague Connor Stapley works as my financial planner.
Working closely together, Simon and Connor are patient, thoughtful and always available to provide timely help and careful explanations.
Under Simon, my SIPP has performed very well and he is always willing to explain his investment strategy. This is part of the broader financial overview where Connor takes into account my wife's financial situation and the implications for our two grown-up boys.
We are very pleased with the services provided by Simon and Connor.