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About Us

Kendal Office

Meet the team

Our Kendal office recently moved to Levens Hall and continues to develop a strong client base in the region. It is managed by Richard Dawson.

Our team of experts in Kendal are proud to be part of one of the UK’s largest and longest established wealth management firms, while still retaining a truly local feel. 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;
  • Self-invested personal pensions; and
  • ISAs

If you would like further information, or to arrange a meeting with one of our investment managers, please call 01539 561 457 or email 

Our Kendal office works with:

Rathbone Investment Management - Brathay Trust Rathbone Investment Management - Lakeland Arts Trust 

Rathbone Investment Management
The Stables
Levens Hall

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