The Senate, Southernhay Gardens, Exeter, EX1 1UG, United Kingdom

Managed by Simon Foster, the Exeter office provides wealth management services to the South West of England.

While operating as a local team and with a vast amount of local knowledge, our Exeter office is part of one of the UK’s largest and longest-established wealth management firms. Rathbones is part of Rathbones Group 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 Greenbank
  • financial planning services
  • ISAs

If you would like further information, or to arrange a meeting with one of our investment managers, please call 01392 201 000  or email

If you are a current client, please contact your investment manager directly.


Key accessibility information




Fully compliant signage has been installed in Rathbones' areas to assist disabled
persons with safe passage in and around the location.

Disabled Parking

Parking facilities are available in designated bay within the building car park. Spaces must be reserved in advance of attendance via reception. 

Wheelchair Access

Wheelchair users can access the building through the main entrance where building security will provide assistance for entry to the lift. However non-wheelchair users can gain access via the main entrance up a few stone steps. Access to the building can then be obtained by using
the lift to the 4th floor and using the intercom to contact Rathbones reception.

Induction Loop

There is no induction loop fitted within the office. Writing materials will always be available should this be a preferred method of communication.


There are disabled toilets at this location. Toilets are located on all floors with the
exception of the ground floor. There is lift access to all toilet facilities.


The building has a fully compliant lift, which can be used by visitors if required. Signage
will denote which floor the lift stops at.


Stairs and landings are adequately signed and illuminated. To visually assist users, treads
and risers are fitted with a nosing of a distinguishable colour.

Fire Exit

Where required a member of the company will assist you with safe egress from the building.