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
Company replied
While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
See what reviewers are saying
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
Company replied
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
Company replied
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
Company replied
Company details
Written by the company
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners across the UK. We are a long-established UK wealth manager, trusted for generations to help clients manage, protect, and preserve their wealth. Our clients value the personal, long-term relationships we build. We take the time to understand individual circumstances, goals and priorities, and provide a tailored service designed to support clients at every stage of their financial journey. This includes working closely with individuals and families, as well as supporting charities and professional partners with their investment and governance needs. As an independently minded business, we are committed to acting in our clients' best interests and maintaining the highest standards of integrity and care. Many of our relationships span generations, reflecting the trust our clients place in us over the long term. If you would like to know more about Rathbones and how we support our clients, you can visit our website for further information.
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
Visit our website to find out more
4.6
Excellent
26 reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
At Trustpilot, it's all about human content. This business can also access our AI-assisted response tool which helps them draft replies.
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Happy Bunny
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.
27 April 2026
Unprompted review
Reply from Rathbones - Manchester
Dear BT Twinn,
Thank you for your feedback. We're pleased to hear that you've been happy with how your portfolio has been managed over the past year, and that Jack's investment choices and timely oversight have given you confidence. It's great to know the service and support have met your expectations, and we look forward to continuing to support you in the year ahead.
Best wishes,
Abbey
Great service and investment performance
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.
27 April 2026
Unprompted review
Reply from Rathbones - Manchester
Dear David,
Thank you for your kind feedback. We're pleased to hear that your move to Rathbones has been a positive experience, and that Jack and the team have provided such a high level of service and care. It's great to know you feel confident in how your investments are being managed, and we really appreciate your recommendation.
Kind regards,
Abbey
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
23 April 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.
16 April 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.
20 March 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
The Trustpilot Experience
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.
Learn more about other kinds of reviews.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.