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 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 01539 561 457 or email firstname.lastname@example.org
If you are a current client, please contact your investment manager directly.