Rathbones - Manchester Reviews 24

We have been clients of Rathbones and predecessor companies for over 20 years who manage ( via Carl Mitchell) our SIPP and other investment portfilios. They offer a disciplined, structural approach to discretionary portfolio management linked to individual client profiles and investment objectives. Their customer service is consistently excellent with rapid response times. Formal review meetings are scheduled annually but portfolio valuations, updated daily, are availiable on-line 24/7 and Carl and his team are always readily available for interim advice. I have no hesitation in recommending them to anyone seeking reliable investment expertise.

My family has been a client of Rathbones ( and before that Investec, Rensburgs etc) for many years.

Andy Stevenson and Simone Bilton provide us with great service and advice which makes us feel that our financial affairs are being very professionally and effectively managed.

The advice we received about transferring our pensions from final salary scheme into a SIPP was particularly helpful and the advice regarding IHT for my mother saved us considerable money.

We have been a client for well over 20 years.We live in Melbourne and as you can imagine the time difference presents a challange.Gabriela and the Manchester team manage our UK investments and even with the time difference we have always had exceptional service with quick responses to our communications and clear and precise information,we could not ask for better service

Ken &Jeanna Liscombe

For many years I have been the beneficiary of advice and support, and portfolio management, offered by (previously Investec and now) Rathbones. Richard Greenhalgh, Andy Stevenson, and their teams, have always been approachable, professional and responsive. They have always provided excellent and informed guidance, on my immediate and future plans - especially when I have perhaps occasionally been overly optimistic and they have made sure I focus on long term provision for me and my family. Advice, support and guidance I think are paramount. I have absolutely no hesitation in recommending them.

We've been with Rathbones and formerly Investec for nearly 10 years. Their customer service has been consistently excellent. Gabriela Bennie, who currently deals with our account, responds quickly and professionally to any requests. Advice, where sought, has been good. We'd happily recommend them to anyone looking for this type of service.

We appreciate the investment performance coupled to the efficient and friendly service we receive delivered by Gabriela Bennie. We have been with Rathbones/Investec for a number of years and recently chose to consolidate our savings with them.

Gabriela Bennie, formerly of Investec and now Rathbones has been looking after my portfolio for many years. I find her very approachable and knowledgeable and I never feel rushed when we have our annual meetings. Her recommendations are very clearly discussed with me and I have great confidence in her.

Gabriela had great empathy when I lost my husband and gave me excellent guidance as I approached retirement, as did George Blythe. They have both made it clear that they are always available to speak with me should I have any further queries.

Nothing seems too much trouble and I have no hesitation in recommending Rathbones, Gabriela and George.

We have been with Rathbones, and previously Investec, for many years. We are very satisfied with the way they have handled our pension investments (thanks to Carl Mitchell) and the financial advice that they have given us (thanks due to Andy Stevenson). We would have no hesitation in recommending their services.

For a number of years we have been excellently advised by Richard Goodier, Andrew Stevenson and more recently Jack Roper.
We have found that they respond quickly to queries and requests for action (for example drawing down funds). We very much appreciate the personal service and regular review meetings that are arranged to suit us.
Overall our contacts reflect very well on Rathbones and we would recommend them to others.
On a more general note we are very satisfied with the variety and depth of information and analysis provided by Rathbones and are impressed with the MyRathbones app.
Finally and most importantly, our investments have grown very well despite the extremely difficult market conditions existing over the last few years.

The interactions with both Gabriela Bennie and Richard Sheeran are constructive and tailored to my needs, helpful and informative, and have continued to enable me to make appropriate and sensible financial plans, which are then implemented as discussed and agreed.

I am reasonably competent in financial affairs myself, but Rathbones and their staff have always managed to come up with plans and ideas which make sense and are better than the ones I would have come up with myself.

I would recommend their services to people in similar situations.

Rathbones have given us complete peace of mind and confidence that our savings and investments are in very capable hands. Richard Goodier is always on hand for any questions we may have, and Andrew Stevenson helps us plan for the future. They visit us annually, more often if required, and in this modern day and age it is absolutely wonderful to deal with real human beings and not 'bots'. Put your faith in Rathbones, you will not regret it.

I’ve had an excellent experience working with Richard Greenhalgh and Andy Stevenson at Rathbones. Their professionalism and attention to detail are excellent. They took the time to understand my financial goals and risk appetite, and have consistently provided thoughtful, well-informed advice.
What stands out most is their clear and transparent communication. Reporting is always easy to understand, thorough, and timely, which gives me real confidence in how my portfolio is being managed. They are also very responsive, any questions I have are addressed promptly and clearly.
I would highly recommend them to anyone looking for reliable and professional investment advice.

We have always received great service from Jack Roper and the Rathbones team. We always appreciate their emails keeping us in the loop about the latest economic developments, and we know we’ll always get a speedy response if we have any questions.

Rathbones were recommended to me over 15 years ago as I started my investment journey. With their support we have managed to build healthy portfolios including SIPPS and JISAs for our children.

Richard Greenhalgh and Andy Stevenson are very personable, clear in their communication, proactive, always available and hugely patient when answering questions. We feel well supported and are confident our long term goals are being met.

I have been delighted with the service provided by Rathbones and before that with Investec. My principal contact, Dominic Hughes, together with his supporting team, has consistently demonstrated a high level of professionalism, responsiveness, and personal attention. Queries are always handled promptly, and I can rely on receiving a timely return call whenever needed. Their advice is delivered with complete confidentiality and within the appropriate regulatory framework, whether discussing broader market conditions or my own financial planning options. I truly value their supportive approach and the reassurance that knowledgeable guidance is always readily available.

Rathbones have looked after my investments for some time and I have been very happy with the services offered and in particular to Dominic Hughes my investment manager.

We’ve worked with other companies and got lost in the noise. Dominic Hughes and his team have been a breath of fresh air. Always available to answer any questions and, more importantly, proactively updating us on the market and the impact on our position. Their communication, professionalism, and hands-on approach have made a significant impact on our investments and we’ve felt supported throughout the process.

We as a family have used the services of Rathbones and their excellent staff for many years and have full confidence in them. Andy Stevenson and Simone Bilton manage our portfolios. We always feel well informed and are confident in their decision making and as a result our portfolio’s have grown despite tough economic conditions. They explain everything in clear terms which we can understand and give us time to think about decisions needed to be made. We have no hesitation in recommending Rathbones and their staff.

Despite Trump's shenanigans, my portfolio has increased in value by more than 12% in the first year.
My thanks to Jack Roper for his excellent choice of investments and timely management. I am looking forward to another good year.

I moved my portfolio to Jack Roper at Rathbones last year and have been very impressed by both the investment performance, which has exceeded my expectations, and the level of service and care from Jack and the team. Would recommend to anybody searching for an investment manager.