Invest well. Live well.

Invest well. Live Well

Wherever you are on your wealth journey, we can help you go further. Because when you've planned well, you can live well.

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Why Rathbones?

For generations, we’ve been helping individuals and families to invest well, so they can live well. We believe wealth management isn't just about the numbers; it's about enabling you to live a fuller, more confident life.

By forming a deep and meaningful relationship with you, we can help you to navigate towards long-term success. We build you a personalised financial plan that moves with you as your life unfolds.

When you can focus on what truly matters, we know we're doing our job. Your future begins with the choices you make today. Let us help you own it.

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.

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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.

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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 clients 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 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.

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

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.

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