Rathbone Investment Management, The Senate, Southernhay Gardens, Exeter, EX1 1UG
01392 201 000

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 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
  • 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 Simon.Foster@rathbones.com

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