Financial advice in Edinburgh

Supporting Edinburgh's individuals, families and business owners with tailored financial advice. 

Victoria street, Edinburgh

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

£115.6bn

*As at January 2026

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What our Edinburgh clients say about us

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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

Scott Cassie

Scott Cassie

Associate Financial Planning Director

Iain Currie

Iain Currie

Investment Director

James Coppell

James Coppell

Investment Director

Simon Dewar

Simon Dewar

Senior Investment Director

Fiona Elliott

Fiona Elliott

Investment Director

Neil Hardman

Neil Hardman

Investment Director

Stephen Hunter

Stephen Hunter

Senior Investment Director

Euan MacDonald

Euan MacDonald

Investment Director

Keith Mackenzie

Keith Mackenzie

Investment Director

Daniel McKerchar

Daniel McKerchar

Business Development Director

Taylor Yardley

Taylor Yardley

Graduate Investment Manager