Article last updated 24 July 2025.
Senior financial planner, Ben Shaw and financial planner, Leanne Wong discuss how to plan for the long-term when considering your career, lifestyle, property, and family.
- 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
- Business owners and entrepreneurs
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
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We work with lawyers, accountants and other professionals.
- Individuals and families
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Our combined investment and planning service for a holistic approach to your finances
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Helping you pass on your wealth, manage a trust or gift to charity
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Looking for investments that align with your values? See our sustainable investment options
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Learn more about what it’s like to work at Rathbones, and search our current vacancies
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Explore our reports and accounts which ensure we comply with the UK Corporate Governance Code
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Our driving purpose is to help more people invest well, so they can live well
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We believe in doing the right thing for our clients and for others too
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Explore a range of topics effecting your finances, from retirement planning to the latest legislative changes
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Read about the key investment themes effecting global markets
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Explore our articles, reports and events on Responsible Investment
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Whether you have a question about our services, or need to talk someone specific, we can help
Contacts- Our offices
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