Our wealth management services
Being at the heart of the south coast business community, we work with many firms and play an active part in local business groups. We are also proud sponsor of the iconic Bournemouth Symphony Orchestra.
As part of one of the UK’s largest wealth management firms, we have a wide breadth of experience across our investment and financial planning teams. Find the right service for you below.
Plan your visit
For new clients, please complete our enquiry form or give us a call on 0330 390 9191.
For existing clients, if you have already arranged a meeting then we can help you plan your visit. Give us a call on 01202 208 190.
Make sure to check the accessibility information below, and let us know if you require special assistance.
Our address is: Midland House, 2 Poole Road, Bournemouth, BH2 5QY.
Available assistance when visiting us
Disabled parking
There are no facilities available for parking at this location due to the access requirements of the underground building car park.
Signage
Signage has been installed in Rathbones' areas to assist disabled persons with safe passage in and around the location. For your convenience all signs are tactile.
Wheelchair access
Access to the building can then be obtained by using the lift to the 4th floor and using the intercom to contact reception.
Induction loop
At the reception desk an induction loop system is placed for your convenience.
Lifts
Signage will denote which floor the lift stops at.
Stairs
Stairs and landings are adequately signed and illuminated.
Fire exit
Where required a member of the company will help you leave the building safely.
Our Bournemouth team
Tara Young
Investment Administrator
Tom Rich
Senior Investment Director
Will Thomas
Investment Director
What our clients say about us
Local charity we support
Through the Rathbones Foundation, we are proud to partner with important local causes supporting young people.
Cash for Kids
Cash for Kids is a UK grant-giving charity that helps disadvantaged children and young people affected by poverty, illness, neglect or additional needs. Through local fundraising and community partnerships, it provides essential support, life-changing equipment and opportunities so every child can express their individuality and reach their potential.