Local knowledge. Trusted advice.

Looking for a local wealth management expert? At Rathbones, we combine the reassurance of a leading UK wealth manager with the personal touch of local offices across the country. Wherever you are, we’re here to help you plan, invest, and protect your financial future.

Get in touch
map of Rathbones offices

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

800+

years of experience

110+

locations nationwide

20+

Our offices across the UK

We’re proud to have a strong national presence with local expertise. You’ll find Rathbones offices in:

  • Scotland: Edinburgh, Glasgow
  • North: Newcastle, Kendal, Leeds, Sheffield
  • North West: Manchester, Liverpool
  • Midlands: Birmingham
  • East and South West: Cambridge, Cheltenham, Bristol, Exeter
  • South East: London, Guildford, Chichester, Winchester
  • Northern Ireland: Belfast
  • Channel Islands: Guernsey, Jersey

We believe there is value in local expertise. Wherever you are, if you wish, you can meet us in person and work with someone who understand you and your needs. 

 

Advisers that understand your area

Our advisers live and work in your region. They understand regional opportunities and challenges, property markets, and community priorities to give you advice that’s relevant to you. 

 

Personal relationships

Sometimes, financial decisions are easier when you can sit down with someone you trust. Our teams across the UK make it simple to meet in person, in our office or your home, to build rapport and discuss your goals in detail.

 

Local service, national strength

You get the best of both worlds: the reassurance of a leading UK wealth manager with the convenience and familiarity of a local team. Behind every local office is the backing of our national resources and expertise.
 

What we do

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.
Find out more

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.
Find out more

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

Investment management

Whether you're building personal wealth, managing a family estate, or overseeing institutional assets, our dedicated investment managers offer intelligent, responsible guidance shaped around you.
Find out more
Trustpilot

Ready to start?

If you're making a new enquiry, fill in your details including your preferred office, and our new enquiries team will contact you when you choose. 
 

Frequently asked questions

Let's talk

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

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.

 

Have a preferred date and time?

I’ve read Rathbones’ Privacy Policy, which explains how my personal information is used, and understand that I can always unsubscribe at any time.