I have been a client of Rathbones for twenty plus years so have known several fund managers. Each has provided excellent service. My current fund manager, Kate Palmer, provides impeccable service too... See more
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Location
Switch locationSecond Floor, Wykeham Court, Victoria Road, SO23 7DU Winchester, GB
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See what reviewers are saying
David Kness is a worthy successor to Trevor Bell who was a hard act to follow! David handles our investments with aplomb and his guides to auxillary professional advise outside Rathbones has always bo... See more
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I have been a client of Rathbones for a number of years and consider them to be a safe and reliable company to handle my personal finances. In particular, David Kness in the Winchester office has been... See more
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My wife snd I have been clients of Rathbones for many years. We have been delighted to find our asset values increasing steadily at the same time as providing a useful monthly addition to our income.... 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
Second Floor, Wykeham Court, Victoria Road, SO23 7DU, Winchester, United Kingdom
- 0196 285 7000
4.6
Excellent
24 reviews
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Rathbones care about you and your money
I am very pleased to have my money and the bulk of my investments looked after by the Winchester Rathbones team. Kate Palmer is very personable and I am confident that she has my interests at heart. We had a good conversation today at our annual follow up meeting, but I know the team are available throughout the year to answer questions. I look forward to many more years of financial growth. I would be happy to recommend Rathbones.
January 26, 2026
Unprompted review
Reply from Rathbones - Winchester
Dear A Wheatley,
Thank you for taking the time to share your experience. We're so pleased to hear that you feel confident having your investments well looked after by the Winchester team, and that your recent annual review with Kate was helpful. It's great to know you value both the ongoing support throughout the year and the clear conversations around your goals.
Best wishes,
Abbey
The Winchester Team of Rathbones have…
The Winchester Team of Rathbones have good old fashion values - personal service, time, indepth knowledge both of you, as a client and the markets and delivery. I have worked with Christopher Swann, Julian Longton, Will Kendal, Justine Peck, Georgina Hands and Kate Palmer and found them all to include these ingrained values.
January 24, 2026
Unprompted review
Reply from Rathbones - Winchester
Dear Bob,
Thank you for sharing your experience with the Winchester team. We're delighted to hear that their personal service, in-depth knowledge, and consistent delivery have made such a positive impression. It's great to know that working with Christopher, Julian, Will, Justine, Georgina and Kate has reflected the values you appreciate.
Best wishes,
Abbey
Look no further for safe and talented investment advice and management
Rathbones Winchester and Kate Palmer have been looking after us for years and provide talented management of our pensions and ISAs but also exemplary service. This is a 10/10 operation and you are always made to feel welcome, and in safe hands. The team are also very proactive in finding opportunities for growth and keep you regularly updated on the market and the funds.
January 22, 2026
Unprompted review
Reply from Rathbones - Winchester
Dear Max,
Thank you for sharing your experience. We're delighted to hear that you've felt well looked after by Rathbones Winchester and that Kate's management of your pensions and ISAs has been both talented and exemplary. It's great to know the team have helped you feel welcome, in safe hands, and well informed with regular updates and proactive opportunities for growth.
Best wishes,
Abbey
I have been with Rathbones for over 3…
I have been with Rathbones for over 3 years and have thoroughly enjoyed the experience. They are a great team and have always had my best interests at heart. Kate Palmer, who I have dealt with, is brilliant. She explains everything clearly and concisely and always makes sure you understand before continuing. My portfolio has grown well and I am amazingly happy with the with company as a whole.
January 20, 2026
Unprompted review
Reply from Rathbones - Winchester
Dear Piers,
Thank you for sharing your experience. We're delighted to hear that you've felt well supported over the past three years, and that the team have consistently acted with your best interests at heart. It's great to know that Kate has been able to explain things clearly and ensure you feel confident at each step - she'll be so happy to hear your feedback!
Best wishes,
Abbey
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