Invest well. Live well.

Why Rathbones

We are a leading UK wealth manager and we’ve been helping plan and invest for generations. Times may have changed, but we’ve never lost that personal touch.

Making your money work harder for you isn’t just smart, it’s essential. Our financial planning and investment management services offer a strategic, tailored approach to growing, protecting, and optimising your finances.

Financial advisers and investment managers

800+

Years helping clients with their wealth

110+

Locations in the UK and Channel Islands

20+

Explore our services

How can we help you?

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Retirement planning

At Rathbones, we help you protect your wealth and enjoy the freedom you've worked hard for. Whether you're asking 'when can I retire?' or 'how much will I need?', we’ll build a retirement plan that works for you.

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Tax planning

If you're a higher-rate taxpayer, you could be missing out on valuable pension tax relief. At Rathbones, we help you optimise your finances—so you're not paying more than you need to.

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Inheritance tax

Your legacy is more than what you leave behind, it’s how you pass it on. We help you plan with purpose, so your wealth supports the people and causes you care about most.

Find out more

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Investment management

Whether you're building personal wealth or managing a family estate, our dedicated investment managers offer intelligent, responsible guidance shaped around you.

Get in touch

How it works

Becoming a Rathbones client is straightforward, and our dedicated team are here to help from start to finish.

Complete the form

Fill out the form below, which takes less than 2 minutes

Get the call

Speak to a member of our new enquiries team so that we can get to know you and connect you with the right expert

Meet our adviser

Meet with one of our specialists at your local Rathbones office or virtually; it's up to you!

And relax

Breathe a sigh of relief knowing your finances are in the hands of a trusted partner who understands your goals

Frequently asked questions

What are the benefits of wealth management?

There are obvious advantages to wealth management, and the benefits extend far beyond a purely financial scope. Our services mean you can gain a greater understanding of the landscape, which will help you to make decisions in the future.

It can also allow you to set clearly defined life goals and map out a plan for how you are going to reach them. Our wealth management services aim to set you up financially for the future, as well as provide for your loved ones – something we all aspire to.

There are not just material benefits at play, however. That all-important peace of mind in knowing that your money is being expertly managed can release a great amount of pressure. It can have a hugely positive impact on your mental well-being and means you can focus on other areas of your life unburdened.

Who can our wealth management services help?

We appreciate that one person’s needs are entirely different from those of another. We never take a one-size-fits-all approach to our wealth management services, which are always tailored to suit your unique situation.

While our typical client has more than £300,000 to invest or plan their financial future with, we pride ourselves on being able to support a wide range of clients – from individuals, families and entrepreneurs to accountants, legal professionals and charities.

We have a long history of providing expert wealth management advice and you can find more information below on the types of people we’ve helped in the past.

Why do people seek wealth management advice?

When we make any major decisions in life, it makes sense to call on experts in the field. Wealth management is no different. You need sound, impartial advice from those who have the experience and depth of knowledge to help you.

Most people seek wealth management advice for exactly that reason. They want to place their trust in the hands of a professional whom they know will have their best interests at heart. They’re looking for clarity and transparency at all times, as well as a clear explanation of the various options available to them.

Make an enquiry

Book a call with us today

A typical Rathbones client has over £300,000 to invest or plan their financial future, including pensions but excluding property. Book a conversation with our team to discuss your needs and start planning with confidence today.

Title

First Name

Last name

Phone number

Postcode

Preferred office

Reason for enquiry

Level of investable assets

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. For more information on MyRathbones, you can visit our website here.

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

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