Professional intermediaries
Rathbones has an established history of working in partnership with professional intermediaries to help provide the support their clients' needs.
We are proud of our suite of complementary services, which include:
- Managing wealth
- Ethical investing
- Tax efficient investing
- Retirement planning
- Intergenerational planning
- Managing a charity's assets
- Personal injury and Court of Protection
- Trust and tax
- Advising divorcees
- Portfolio lending
Contact our team to discuss how we can assist you and your clients.
About you and your clients
As a lawyer, accountant or investment consultant, you are the trusted advisor that a client turns to for help.
Our services
Working with you and our internal and external financial planners to provide a range of services for you and your clients
Our approach
We aim to provide an end-to-end service, working with our professional advisers.
Events
Our value added services include events to support our clients, providing investment updates and the opportunity to network with other practitioners.
Personal injury and Court of Protection
We build our service around a set of unique circumstances.
Founder series
Our Founder series offers a platform to explore innovation, personal achievements, future focus, wealth and social responsibility, directly with the founders.
