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About Us

Bristol Office

Meet the team

Our Bristol office, managed by James Fox, is located in the historic Queen Square. Named after Queen Anne in 1727, the Square is also home to Rathbone Greenbank Investments, our ethical investment specialists managed by John David.

Our Bristol team is proud of its local expertise and is part of one of the UK’s largest and longest-established wealth management firms. Rathbones is part of Rathbone Brothers Plc, which has a heritage dating back to 1742 and a listing on the London Stock Exchange.

Our services include:

  • Discretionary investment management
  • Charity investment management
  • Specialist ethical investment management delivered by Rathbone Greenbank Investments
  • Financial planning services, provided by Rathbone Pension and Advisory Services
  • ISAs

If you would like further information, or to arrange a meeting with one of our investment managers, please call 0117 929 1919 or email

Or for Rathbone Greenbank Investments, 0117 930 3000 or email 

Our Bristol office also works in partnership with:

Rathbone Investment Management - Royal Bath and West show Rathbone Investment Management - Brunel's Great Britiain Rathbone Investment Management - Tobacco Factory Theatre

Rathbone Investment Management
10 Queen Square

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