Good to hear from you again

Whether you'd like to reschedule a call or pick up a previous enquiry, we're pleased you've found your way back to us. We want to make it as easy as possible for you to connect with us at a time that works for you. Fill in the form below and we'll take it from there.

Get in touch

A father and adult son laughing together in a countryside setting

Let's find a time that works for you

We're looking forward to connecting with you, and we want to make it as straightforward as possible.

Simply fill in the form and we'll be in touch shortly. Whether you'd like to talk through your investment goals, explore what wealth management looks like for you, or just ask a few questions before committing to anything, we're here.

Here's what happens next:

A member of our new clients team will be in touch at your chosen date and time
We'll use that call to learn more about you and your wealth goals, to connect you with the right adviser
There's no pressure - just a straightforward conversation about what matters to you

We're looking forward to hearing from you.

Frequently asked questions

What is wealth management and how could it help me?

Wealth management is a partnership designed to help you live the life you want, both now and in the future. It brings together financial planning and investment management to help you make confident decisions about your money.

Whether you are planning for retirement, thinking about your family’s future, or navigating a change in your circumstances, we work with you to create a clear plan - so you can own your future with confidence.

Why do people choose Rathbones?

People choose Rathbones for the confidence that comes from a long‑term, personal relationship. We take the time to understand what really matters to you - your goals, your family, and what you want your wealth to achieve - and tailor our advice accordingly.

Clients value having a dedicated investment manager who gets to know them over time, supported by the strength and stability of a FTSE 250 business with a long heritage of acting in clients’ best interests. It’s a combination of personal service and enduring expertise that helps people feel supported through every stage of life.

How is working with Rathbones different from managing things myself?

Managing your own finances can work well but as your wealth grows or life becomes more complex, it can be harder to stay objective, keep everything joined up, and be confident you’re making the most of every decision.

Working with Rathbones means having an experienced investment manager who brings perspective, discipline and long‑term thinking to your finances. We help you step back, sense‑check decisions, and adapt your plans as markets move or your circumstances change, freeing up your time and giving you confidence that nothing important is being overlooked.

How much money do I need to invest?

The starting point is always a conversation about your goals and whether we’re right for you.

To make full use of our combined wealth management service, clients typically have £300,000 or more in investable assets, which can include pensions and existing investments. However, what matters most is your individual situation and what you want your wealth to do for you - we’ll be open and straightforward about whether our services are the right fit.

Will it cost me to speak to an adviser?

We are clear and upfront about fees, so you always know what to expect.

Your first meeting is free of charge. Before you decide to go ahead, we will explain all costs clearly and set them out in your personal illustration. Your ongoing fee covers the day-to-day management of your portfolio and ongoing support from your investment manager. Any additional charges will always be explained in advance, so there are no surprises.

Is there any obligation to go ahead after the first conversation?

Do you have any financial advisers based near me?

What happens after I enquire?

It starts with a straightforward, no‑obligation conversation. Once you get in touch, a member of our team will call to understand your situation and what you’re looking to achieve.

If it feels right to continue, we’ll introduce you to the most suitable adviser for a complimentary initial discussion. There’s no pressure and no commitment to proceed — the aim is simply to help you decide, with confidence, whether Rathbones is the right partner for you.

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

Have a preferred date and time?

Preferred date to be contacted

Preferred time to be contacted

Keep me one step ahead by emailing me updates on the latest market news, insights, events, and services from across the Rathbones Group.

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