Stay Alert

Scammers purporting to be the Financial Conduct Authority (FCA) and other trusted institutions are targeting clients of investment management firms and fraudulently ‘advising’ them to transfer their funds elsewhere.


Please be vigilant if you receive unsolicited or unexpected communication from third parties about your financial arrangements. Rathbones’ clients should contact their usual investment management team or call +44 020 7399 0000 if they are unsure about any communication. Find out more information here.

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Home › About us › Our offices › Kendal

Kendal

Rathbone Investment Management, The Stables, Levens Hall, Kendal, LA8 0PB
01539 561 457

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 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 01539 561 457 or email richard.dawson@rathbones.com

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