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... See more
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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... See more
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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 S... See more
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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 th... See more
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Company details
Written by the company
Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth.
Our services
Written by the company
- Investment Management
- We offer extensive investment management services that are built around you, your future goals and your values. Our starting point is to discuss your individual investment needs and develop a personal investment plan for you.
- Financial Planning
- Financial planning can help you organise your finances so you can make the most of your money. We start by getting to know you and your current and long-term needs as well as any personal goals. Using this information, we will work with you to create clear and precise financial objectives to work towards, aiming to reduce complexity and help you focus on what matters to you.
- Asset Management
- Rathbones Asset Management is the fund management division of Rathbones Group, which offers a range of actively managed funds covering variety of asset classes to meet your capital growth and income requirements.
- Family Office, Trust and Tax Services
- We offer a range of corporate trustee, corporate executorship, trust advisory, inheritance tax and succession planning, tax planning, and private philanthropy services.
- Offshore Investment Management
- Based in both Guernsey and Jersey, we cater for the investment needs of individuals and families, charities and professional advisers who are looking for offshore investment management.
- Ethical and Sustainable Investment
- For over 20 years, our Greenbank team has been at the forefront of creating bespoke ethical, and sustainable portfolios for our clients.
- Personal Injury and Court of Protection
- Our dedicated personal injury (PI) and Court of Protection (COP) team works closely with clients, deputies, trustees and families to help meet their current and future needs.
Contact info
3 Hardman Street, Spinningfields, M3 3HF, Manchester, United Kingdom
- 0161 837 7194
4.7
Excellent
24 reviews
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Portfolio management
I was introduced to George Blythe, a Rathbones Financial Planning Director, 2 years ago, in the midst of changing lifestyle,including retirement and unexpected personal circumstances. I was looking for financial planning advice to help address present and future demands. George, pleasantly, quietly and professionally reviewed my financial portfolio. With his guidance my portfolio has been simplified and is now easily managed.
His help has been invaluable
April 23, 2026
Unprompted review
Reply from Rathbones - Manchester
Dear Ruth,
Thank you for sharing your experience. We're pleased to hear that George was able to provide calm, professional guidance during such a significant period of change, and that his advice helped simplify and clarify your financial position. It's great to know that the outcome has made your portfolio easier to manage and has been genuinely valuable to you.
Best wishes,
Abbey
Rathbones Investment Management
I was originally introduced to Rathbones when acting as attorney for my parents. They were always treated with kindness and respect. I had complete confidence that their portfolio was managed in the most appropriate way so that their financial requirements were met.
It was a natural and easy decision for my wife and I to place our portfolio with Rathbones under the management of Preeti Rathi. We are both so impressed with her knowledge, care and attention.
Preeti Rathi is always sensitive to our requirements and we trust her advice. Preeti is very proactive and keeps us regularly updated.
We are very confident in recommending Rathbones and Preeti Rathi as an investment and portfolio manager.
April 16, 2026
Unprompted review
Reply from Rathbones - Manchester
Dear Simon,
Thank you for sharing your experience. We're delighted to hear that your parents were treated with such care and respect, and that this gave you the confidence to continue your own relationship with Rathbones. It's great to know that Preeti's knowledge, attentiveness and proactive communication have made such a positive impression on you and your wife. We value the trust you've placed in her advice and very much appreciate your recommendation.
Kind regards,
Abbey
Excellent service, highly recommend
I have been a Rathbones client for some time now and have been consistently impressed with both the service and the results. Advice has always been clear, thoroughly explained and tailored to my individual circumstances. I particularly value the time taken to explain investment decisions and the wider market in a way that is easy to understand, which has given me real confidence in the strategy being followed.
My adviser, Preeti Rathi, has been excellent throughout — always professional, approachable and highly knowledgeable. Communication is prompt and proactive, and I feel fully supported at all times.
Overall, I wouldn’t hesitate to recommend Rathbones. In particular, I would highly recommend Preeti Rathi to anyone looking for a trusted and highly skilled investment adviser.
March 20, 2026
Unprompted review
Reply from Rathbones - Manchester
Dear Linda,
Thank you for your thoughtful review. We're pleased to hear that the guidance you've received has been clear, well explained and tailored to your individual circumstances. It's great to know that Preeti's professional, approachable and proactive support has given you confidence in the investment strategy and that you've felt well supported throughout. Preeti will be delighted to hear your feedback and recommendation!
Best wishes,
Abbey
Reply from Rathbones - Manchester
Dear Dan,
Thank you for taking the time to leave us a review. It's great to hear you had a personal service, clarity, and sound guidance from our team here at Rathbones. Your feedback is very much appreciated.
Best wishes,
Abbey
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