Our services
We offer financial planning that is only ever based on your unique aims through a plan that has an appropriate level of investment risk. Begin by asking yourself what you want to achieve and by when. From this starting point, we offer expert advice for accountants and can help determine the right path for you.
Your plan could focus on achieving financial independence and you may decide that passing on your wealth in a tax-efficient manner is important. How about investing for a financial event or simply ensuring peace of mind?
A Walled Garden investment service
Built for professionals who want the reassurance of knowing their investments are always compliant.
Our Walled Garden service is a tailored approach to managing wealth in regulated environments.
Personalised financial planning
Your job is to look after the finances of others – whether that's an individual or a company. But who looks after yours?
We know that everyone's situation is different and so are their financial goals – which is why we tailor our services. Our experienced team of specialists can advise you in all the areas that matter most to you.
How we can help you
Why Rathbones?
A flexible financial plan
We'll work with you to build and grow a plan that protects and adapts as your life changes (career moves, family needs, market shifts).
Qualified financial planners
All our financial planners are regulated by the Financial Conduct Authority (FCA) and many of us hold Chartered Financial Planner status. We are committed to delivering excellence for all our clients – and we’re ready to attend to your financial needs too.
Personal support
Your financial health is a confidential and sensitive subject. We recognise that – and treat it as such. Any strategies and plans we develop on your behalf are shaped by your current situation and future targets. That means it will always be personal, relevant and optimised for your benefit.
In-house investment research
We combine in-house research and analysis with external research, investing directly in international securities e.g equities and bonds, as well as investment funds from across the whole market.
Find the right solution for you
Not all options will be the right fit for you. Not all investment opportunities will suit your appetite for risk. But you will always be in control. Our role is to guide you in a way we feel will drive you forward to where you want to be.
Free to serve your best interests
Unlike some rival wealth management firms that operate under the constraints of private equity or global bank ownership, we remain a UK-owned and independent company.
Our work with accountancy partners
We provide a specialist service to all our audit firm partners, and we have dedicated teams who work with partners at every Big 4 accountancy firm.
As a direct result of working with so many accountancy partners, we are familiar with:
- Firm-specific compliance requirements
- Benchmark pay levels
- Regularity of profit distributions
- Firm-specific retirement related pay packages and rules
- Historical defined-benefit pension arrangements and scheme rules.
Please note that Rathbones provides a restricted advice service. This means, we will consider the suitability of products and services from the Rathbones Group first. Where a product or service from the Rathbones Group is unavailable or unsuitable, we will undertake a comprehensive and bespoke analysis of the relevant market.
