Financial and wealth management advice in Kendal
Our Kendal office, managed by Richard Dawson, has established a strong presence in the region, providing high quality wealth management services.
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 Rathbones Group Plc, which has a heritage dating back to 1742 and a listing on the London Stock Exchange.
Our wealth management 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 01539 561 457 or email richard.dawson@rathbones.com
If you are a current client, please contact your investment manager directly.
Key accessibility information
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Accessibility |
Statement |
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Signage |
Fully compliant signage has been installed Rathbones' areas to assist disabled persons with safe passage in and around the location. For your convenience all signs are tactile. |
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Disabled Parking |
There are disabled parking facilities close to the Stables buildings. Non-disabled parking is available in the office car park 400m from the property. |
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Wheelchair Access |
Wheelchair users can access the building through the front entrance where a lift for the mobilty impaired is available. Access to the office can then be obtained by using the lift to the 1st floor directly in to Rathbone's reception. |
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Induction Loop |
An induction loop system is not fitted at this location. Writing materials will always be available should this be a preferred method of communication. |
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Toilets |
There is an accessable toilet available at this location. |
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Lifts |
The building has a fully compliant lift, which can be used by visitors if required. Signage will denote which floor the lift stops at. |
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Stairs |
Stairs and landings are adequately signed and illuminated. To visually assist users, treads and risers are fitted with a nosing of a distinguishable colour. |
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Fire Exit |
Where required a member of the company will assist you with safe egress from the building. |