These five questions help assess whether clients’ retirement plans support sound income planning, sustainable withdrawals and good outcomes throughout drawdown.
Article last updated 18 June 2026.
- Who we help Who we help
We help a wide range of clients invest well so that they can focus on what matters.
Who we help- Individuals and families
Focusing on you and your individual goals.
- Entrepreneurs and business owners
Helping turn the success of your business into financial security for your family.
- Financial advisers
Working with you, for your clients.
- Charities
Helping charities invest in line with their mission and values.
- Professional partners
We work with lawyers, accountants and other professionals.
- Individuals and families
- Our services
- Investment Management
Looking for someone to create an investment portfolio for you?
- Wealth Management
Our combined investment and planning service for a holistic approach to your finances.
- Financial Planning
Need help reorganising your finances and planning for the future?
- Tax, trust and legal services
Structure your wealth for the future by bringing together legal, tax, family, and investment considerations.
- Greenbank Sustainable Investing
Looking for investments that align with your values? See our sustainable investment options.
- Personal Injury and Court of Protection
Rathbones’ dedicated personal injury (PI) and Court of Protection (COP) team.
- Private Office
Helping clients with £5m or more to protect, grow and structure their wealth for the long term.
- Private Banking with Investec
Private, corporate, and investment banking services through our partnership with Investec bank.
- Investment Management
- About us
- Careers
Learn more about what it’s like to work at Rathbones, and search our current vacancies.
- Corporate governance
Learn more about our Board, Executive Committee and our approach to corporate governance.
- Investor relations
Find the Rathbones Group Plc financials, reports, investment case and key events.
- Media centre
Read the latest news from Rathbones Group.
- MyRathbones – Our digital platform
Our secure online portal and app, designed to give clients a clear view of their investments with us.
- Our purpose
Our driving purpose is to help more people invest well, so they can live well.
- Responsible business
We believe in doing the right thing for our clients and for others too.
- Awards
Our awards and industry recognition reflects our commitment to exceptional wealth management.
- Careers
- Insights
- Financial planning
Explore a range of topics affecting your finances, from retirement planning to the latest legislative changes.
- Investing
Read about the key investment themes affecting global markets.
- Podcasts
Listen in to or watch our specialists in one of our podcasts.
- Responsible investing
Explore our articles, reports and events on investing responsibly.
- Webinars
Timely insights, real conversations. Watch live or catch up anytime.
- Financial planning
- Contacts Contacts
Whether you have a question about our services, or need to talk someone specific, we can help.
Contacts- Our offices
Find your local Rathbones office. We have 21 across the UK and Channel Islands.
- Our people
Find the contact details for your Rathbones team by searching our people’s directory.
- Let's talk
Our team will be in touch to help you book a no obligation consultation with an adviser.
- Our media contacts
Access the contact details for our media team.
- Other contacts
Need to contact us about something else? Here you'll find all the options.
- Our offices
