Rathbones Reviews 492

Tim Hurst and Richard Morgan have been managing my investment finances for almost ten years now.
I find all their dealings very transparent -always, if I do not understand anything, they immediately explain.........and all with a human voice!!
My investments have performed very well and I am delighted that I joined their team in Cheltenham.

I’ve had the pleasure of working with Stephen hunter for some 15 years. The performance has been great, but more importantly Stephen has kept me informed regularly with easy to understand statistics.

Yes these guys know what they are doing, transfer from Investec was smooth, things were explained on the way, no issues

Good advice and have respected advice from Stephen Hall and his team. Thank you.

We've always had a very good service from the Rathbones Kendal office. Both from an administrative/engagement point of view, as well as financial performance. Stephen recently took over as our investment manager due to the retirement of our previous one. We've found him to be very helpful and engaging and are very happy to be under his management going forward.

Kat Harrington-Milne took over from Paul Phazey who we had for many years, even moving from Barclays when he joined Rathbones. The company has its customers best interests at heart. Through the app we can keep track of investments. This allows us to always be updated on trends. They have a positive attitude to investing for potential growth. Kat arranges an annual review meeting where we can discuss all aspects of the portfolio both how it has done over the previous year and future prospects. She then provides via AI a comprehensive breakdown of the discussion. Covering all aspects of the meeting. She is always available should we need any advice.

We've had a good relationship with our adviser. He makes time to speak with us and visits us to go through our portfolio. He is knowledgeable and informative. Our portfolio has increased in value.

Harpal Sra and His COP team have been fabulous since my son got his damages payment. I am his deputy and did a tender to choose which company to use to invest his money. Rathbone and in Particular Harpal were by far the best , they showed compassion, understand and a very good investment track record .. Hence I chose Rathbone for my son. Harpal and his team are very responsive and are amazing with my son with the way they explain their role as investors and why they choose the investment they do. They also support me as a deputy with my annual reviews for my son I would strongly recommend the Rathbone COP Investment team.

Our investments have grown because of the judgement and experience of our manager (Gareth Evans). He has demonstrated a fundamental understanding of global economics and trends and his approach has been personal and at times innovative. Moving to Rathbones discretionary management has been a very positive experience both financially and in terms of the interaction.

Darren Elmes has been handling my portfolio for over 20 years and during that time he has ensured my money has been invested safely but with excellent growth. He always responds to any communications immediately and is very knowledgeable with what is happening in the markets. He has also been very savvy in managing any capital gains tax liability. Our annual meeting is useful in deciding what is needed for future plans for the following year. I hope to continue our connection for many years to come!

I have been a client of Rathbones Exeter for many years, and I can honestly say the service has been consistently exceptional.

They are everything you would hope for in a wealth management firm — trustworthy, professional, reliable, and highly informative. I always feel fully updated and clearly informed about my investments, and any questions I have are handled promptly and thoroughly. Their responsiveness and attention to detail provide real peace of mind.

What truly sets them apart is the genuine sense that my best interests are always at the heart of every decision and recommendation. That level of care and integrity is invaluable.

A special mention must go to James, my adviser, who is simply outstanding. His expertise, guidance, and dedication are second to none. He combines deep knowledge with a personal approach that makes me feel completely confident in the advice I receive.

I wouldn’t hesitate to recommend Rathbones to anyone looking for a dependable and highly professional wealth management service.

I have been with Rathbones for a couple of years and was new to investments so found it quite overwhelming . After meeting with Hollie Curtis, she explained options to me and how my money could work for me and the risks involved with each option. I have found Hollie to be really personable and very knowledgeable. As well as having a helpful App to review your funds , Hollie is available when I need to discuss anything.

Having known David Shorrock for many years prior to his move to Rathbones, the decision to follow him was not that difficult. I have always found David to be knowledgeable, patient and very willing to give of his time when seeking advice. He looked after my late mother's affairs in her latter years and now, not only looks after mine but also my son's and grandson's!
The move to Rathbones some twelve months ago, with David's guidance, was without issue and very smooth. Since then I have absolutely no doubt that the decision to move to Rathbones was the right one.
David does what he says he will and I have no hesitation in recommending Rathbones, and more importantly David, as in my view business is still about personal relationships and people.
Thank you, David and may we continue to work together for many years to come!

Great service. Recently moved for another financial institution. The transfer was painless thanks to Rathbones' perseverance.

Having invested with David Shorrock through another investment management company for many years, my family were very happy to follow him to Rathbones. David oversees our personal investments and handles investments on behalf of our limited company and our pension investments in a SSAS.
We continue to be very pleased with the ongoing performance of our investments and, in particular, with David's sincerity, expertise and pro-active response to the changing tax environment. He makes himself readily available by phone, email or in person and on the rare occasion he is not available, there is always a willing member of the Rathbones' team ready to step in.
Very happy to recommend both David and Rathbones.

We have been with Rathbones for a long time and have had great service. Hollie is our investment manager and has been for the last few years. She has always been really helpful, very knowledgeable and given good advice. She is a lovely lady and we would have no hesitation in recommending her.

We have known Tim Hurst (and Richard Morgan) for a number of years. Tim have our confidence and trust in managing a number of our investments. I have taken a semi-proactive interest in the management of our portfolios since my retirement 9 years ago, I find Tim always take time to discuss our investment proposals with us without fail, a steadfast endeavour which I believe would not be easily replicated elsewhere.
Ditto for Richard, he is attentive and always provides us with assistance and information when we need them.
A superb team.

I've received an excellent service from Harry Lygoe and his team at Rathbones Cambridge managing my investment needs. It has been particularly helpful - and informative - to discuss and develop my portfolio directly with an experienced investment manager. I've greatly appreciated this personal approach at Rathbones, supported by a strong and responsive team.

I recently became a Rathbone client following David Wainman and found the transfer of my investments from the previous company smoothly . David always keeps me updated with my investments and I value his advise and pleased I have made the move to Rathbones

Mark Walsh has managed our portfolio for many years now. We are very happy with the performance and our questions and queries are answered speedily.
We feel comfortable and have utmost confidence in Mark and his team.