We understand your world
Running a business takes everything you've got. The decisions come thick and fast, and your personal wealth is tied up with your business in ways many advisers don't fully appreciate. We do.
Since our founding in 1742 as a family timber merchant, we've grown into a leading UK wealth manager, so we know a little about building something that lasts. Today, we bring investment management, financial planning, and specialist tax knowledge together, so you don't have to coordinate it all yourself.
We get it
Built around the way you think and work
Your financial life is rarely straightforward when you run a business. We've shaped our service around the realities of being an entrepreneur.
Time-poor
You're running a business. We make financial planning efficient, clear, and easy to act on, with no jargon and no wasted meetings.
Unlocking wealth
Much of your wealth may be tied up in your business. We help you plan for a sale or other liquidity event, and diversify at the right moment.
Post-exit clarity
What comes after the sale? We help you shape your next chapter, financially and personally, well before exit day.
Legacy and family
Your business is part of your family's story. We help you protect and pass on what you've built, on your terms.
Your journey
Wherever you are on your journey
The questions you ask while growing a business are different from the ones you ask in the years or months before a sale, or in the time after it. Start with where you are now.
Growing your business
Preparing to sell
Explore our online resources
The Rathbones Inspire programme
Inspired Sounds podcast
Our approach
Confidence, clarity, control
A personal relationship with people who understand business owners, supported by tools that let you see where you stand.
We get to know you, and your business
We start by listening: your goals, your family, your timelines, and how your wealth is tied to the business.
We build a joined-up plan
Investment management, financial planning, and tax considerations working together, not in silos.
We manage your wealth
We look after your portfolio day to day, and you can check on it online whenever you like.
We're with you at every milestone
From growth to exit and beyond, your named contact stays close as your plans change.
What our clients say about us
Latest analysis and news
Thinking built for business owners
6 mins
Your next move shouldn’t depend on a Budget prediction
When you run your own business, your personal plans usually rise and fall with it. A Budget can change the detail. But knowing what you need from the business helps you understand whether your plans still add up and what, if anything, needs adjusting to keep them on track.
5 minutes
Protecting your wealth after selling a business: a financial planning guide
Selling your business? Discover how to protect the wealth you've worked hard to create – from reducing your tax liability before a sale to building a structure that works for your family for generations to come.
3 minutes
Why relying on your business alone for retirement could leave you exposed to risk
Many business owners see their company as their retirement plan, but relying on one unpredictable asset can leave you exposed. New research from Rathbones shows the gap between confidence and readiness is wider than most expect. Here's how to close it.
Frequently asked questions