Our wealth management services
Our Bristol team is proud of its local expertise across our investment and financial planning teams, its also home to our sustainable investment specialists (via Greenbank).
Find the right service for you below.
Plan your visit
For new clients, please complete our enquiry form or give us a call on 0207 399 0000.
For existing clients, if you have already arranged a meeting then we can help you plan your visit. Give us a call on 0117 929 1919.
Make sure to check the accessibility information below, and let us know if you require special assistance.
Our address is: 7th Floor EQ, 111 Victoria Street, Bristol, BS1 6AX
Available assistance when visiting us
Disabled parking
There are no disabled parking spaces at this location due to the access requirements of the building underground car park. However there is parking available to the front of the building, which is for public use.
Signage
Signage has been installed in Rathbones' areas to assist disabled persons with safe passage in and around the location.
Wheelchair access
Wheelchair access to this building is via a portable ramp by the main entrance. Access to Rathbone's office and reception by using the intercom outside the ground floor suite.
Induction loop
At the reception desk an induction loop system is placed for your convenience.
Toilets
There are disabled toilets at this location on the ground floor. Toilets are located on all floors of this property. There is lift access to all toilet facilities.
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 Bristol team
Dan Haustead
Associate Investment Director
David Clapham
Investment Director
David Cox
Head of Greenbank
David Nicholsby
Investment director
Dean Pitt
Financial Planner
Dominic Burchall
Investment manager
Ed Boswell
Financial planner
Ed Walker
Head of South Distribution
Elizabeth Haigh
Investment director
Emma Russell
Investment Manager
Esme Amos
Client service executive
Giles Wood
Investment Manager
Our local partnerships
St George's Bristol
