Managed by Sarah Tobey, 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 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
If you would like further information, or to arrange a meeting with one of our investment managers, please call 01392 201 000 or email firstname.lastname@example.org