Rathbones

Introduction to Rathbones

Rathbones is a UK-based financial services company that was founded in 1742. With a history spanning almost three centuries, Rathbones has become one of the most respected and well-established fund management companies in the country. The company's purpose is to provide expert financial advice and investment management services to individuals, families, charities, and institutions. What makes Rathbones unique is its commitment to providing a personalized service that is tailored to each client's specific needs and goals.

Services & Products

Rathbones offers a range of services and products to help clients achieve their financial objectives. These include investment management, financial planning, and tax-efficient investing. The company also provides specialist services for charities, as well as trust and estate planning. Clients can expect to receive a high level of expertise and guidance from Rathbones' experienced team of investment managers and financial planners.

Location

Rathbones is located in the picturesque town of Keswick, in the Lake District region of England. Keswick is a popular destination for outdoor enthusiasts, with many outdoor clothing and equipment shops and outerwear stores in the area. Visitors can expect to experience the natural beauty of the Lake District, with its stunning lakes and mountains. The town is easily accessible by public transportation, with the nearest train station, Penrith, located approximately 16 miles away. The three closest public transportation options are the Keswick Bus Station (0.2 miles), the Keswick Museum Bus Stop (0.2 miles), and the Crosthwaite Road Bus Stop (0.3 miles).

Benefits

Customers should choose Rathbones for their financial services because of the company's reputation for providing expert, personalized advice and investment management. Rathbones has a long history of success in the financial industry, and its experienced team of professionals is dedicated to helping clients achieve their financial goals. The company's commitment to providing a tailored service ensures that each client's unique needs and circumstances are taken into account.

Good to know

Customers should be aware that Rathbones is a boutique investment firm that focuses on providing a personalized service to its clients. This means that the company may not be suitable for those who are looking for a more standardized or automated service. However, for clients who are looking for a high level of expertise and guidance, Rathbones is an excellent choice.

Reviews

Customers have praised Rathbones for its personalized service and commitment to helping clients achieve their financial goals. Many clients have noted the company's expertise and professionalism, as well as the quality of its investment management services. Overall, Rathbones has received positive reviews from its clients, who value the company's long history and reputation in the financial industry.