Edinburgh Business Stories

Championing Edinburgh’s Business Community

Rathbones is proud to support Edinburgh Business Stories, celebrating the ambition, creativity and resilience that define our city’s business community. As supporters of local enterprise, we believe in shining a light on the people who power Edinburgh’s economy, the founders, innovators and family‑run businesses who shape its future.

We are a leading UK wealth manager and we’ve been helping plan and invest for generations. We have a long history in Edinburgh and in 2022 we moved to George Street, one of the capital’s grandest streets in the New Town. The team is part of one of the UK’s largest and longest-established wealth management firms. Times may have changed, but we’ve never lost that personal touch. We get to the heart of what really matters to you - and support you every step of the way.

Whether you are growing a business, planning your next chapter, or thinking about how to protect what you’ve built, our specialists are here to help. We work closely with individuals, charities and business owners to provide clarity, confidence and tailored wealth management support at every stage of their journey.

Here, you can explore our latest insights and learn more about how we can support you.

Financial Planners and Investment Managers

850+

Locations in the UK and Chanel Islands

20+

Funds under management and administration

£113.6bn

As at March 2026

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Individuals and families

Business owners and entrepreneurs

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Financial advisers

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Charities

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Professional partners

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Personal injury and Court of Protection

Sign up for our retirement planning webinar

Retirement doesn’t mark the end of financial decision-making. It’s simply a new phase, with different priorities and opportunities - and for many people, a mix of excitement and uncertainty about what comes next. This webinar is designed for those approaching retirement who want clarity, control and confidence about what comes next.

Explore our latest insights

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7 minutes

1 May 2026

How much money do I need for retirement?

A clear guide to the costs that shape retirement – and simple ways to sense check what you might need.

How much money do I need for retirement?

8 minutes

27 April 2026

How to plan for the retirement you want – a practical guide to retiring with confidence

Retirement planning has changed. Our guide helps you think about how much you'll need in retirement, and the practical steps you might need to take to get there.

How to plan for the retirement you want – a practical guide to retiring with confidence

4 minutes

17 April 2026

How to know when you’re ready to retire

In retirement, as in comedy, timing is everything. Choosing the right time to retire is a major life decision and can make all the difference to how much you enjoy it.

How to know when you’re ready to retire

5 minutes

6 April 2026

Tax‑efficient saving and investing: Your guide for the 2026/27 tax year

A new tax year means new tax allowances. Maximising your annual allowances at the start of the tax year – rather than at the end – can give your savings and investments more time to grow. Each pound you save in tax is a pound you can allocate to your savings and investments, which can in turn compound to build your wealth.

Tax‑efficient saving and investing: Your guide for the 2026/27 tax year

What our Edinburgh clients say about us

Make a plan with one of our experts

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If you need immediate assistance, please don't hesitate to call our Helpdesk at 0800 151 3355. We're available Monday to Friday, from 8am to 6pm (excluding bank holidays), and we're here to help with any questions or issues you may have.

If you're interested in registering for MyRathbones, please reach out to your investment manager directly or read more about the platform here.

If you are an existing client, please contact your investment manager or financial planner directly to address your query or visit ⁠our people page to find their details.

Meet the team working with Edinburgh Business Stories

Below you can find the Investment Directors partnering closely with Edinburgh Business Stories. If you wish, you can explore our full Edinburgh team here.