Our wealth management services
Located in the heart of Wellington Place and the city’s financial district, our Leeds office has a team of over 20 qualified people that pride themselves on providing a service that responds to clients and their families’ needs throughout their lifetime.
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 0113 245 4488.
Make sure to check the accessibility information below, and let us know if you require special assistance.
Our address is: 4th floor, 3 Wellington Place, Leeds, LS1 4AP
Available assistance when visiting us
Disabled parking
Disabled parking is available in the basement. Bays must be booked in advance with reception.
Wheelchair access
Wheelchair users can access the building through the main entrance where building security will provide assistance for entry to the lift. Access the office using the lift to the 4th floor and use the intercom to contact our reception.
Induction loop
There is no induction loop fitting at this location. Writing materials will always be available if this is your preferred method of communication.
Toilets
There is an accessible toilet on our floor which is accessed from the lobby.
Lifts
Signage will denote which floor the lift stops at.
Stairs
Stairs and landings are adequately signed and illuminated. To visually assist users, treads and risers are fitted with a nosing of a distinguishable colour.
Fire exit
Where required a member of the company will help you leave the building safely.
Local charities we support
Through the Rathbones Foundation, we are proud to partner with important local causes supporting young people.
Leeds Children’s Charity at Lineham Farm
Lineham Farm has been a sanctuary for local children in the Leeds area since 1933, when it was converted into an outdoor children’s centre. Today it is home to Leeds Children’s Charity, providing what can often be the first opportunity for a child to explore nature and the countryside.
CATCH (Community Action To Create Hope)
CATCH is a Leeds-based charity passionate about improving opportunities for young people and the wider community. Every day, they provide a safe space where vulnerable young people have somewhere to go, something to do, and someone to talk to – using the power of creativity to effect change and empower young people.
