Financial planning

Helping you understand your finances and prepare for the future

Financial Planning HelpS you organise
your MONEY for the long TERM

Your dedicated financial planner will start by getting to know you
and your goals. Using this information, we will work with you to
create clear financial objectives to work towards, aiming to
reduce complexity and help you focus on what matters to you.

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TYPES OF ADVICE

All of our advice is ‘restricted’, which means we will first consider the suitability of products and services from Rathbones Group.

If the product or service you need is unsuitable or unavailable from Rathbones, we will then look at the relevant market to find a suitable alternative.

RETIREMENT ADVICE

INHERITANCE TAX ADVICE

TAX EFFICIENT INVESTMENT ADVICE

SPECIALIST ADVICE

USEFUL LINKS

Download our brochure

Compare our services and features. To compare our fee go straight to page 32.

Investment Management

Looking for someone to manage your investments for you? Our investment management services might be for you.

Legal and Trust services

Looking for help with wills, trusts, or residential properties? Our legal services might be for you.

Get In Touch

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I am a/an

Individual

Charity Trustee/ Member

Financial Adviser

Title

First Name

Last name

Phone number

Postcode

Preferred office

Investment Amount

Reason for enquiry

Title

First Name

Last name

Phone number

Postcode

Preferred office

Investment Amount

If you need immediate assistance, please don't hesitate to call our Helpdesk at 0800 151 3355. We're available Monday to Friday, from 8am to 6pm (excluding bank holidays), and we're here to help with any questions or issues you may have.

If you're interested in registering for MyRathbones, please reach out to your investment manager directly. For more information on MyRathbones, you can visit our website here.

If you are an existing client, please contact your investment manager or financial planner directly to address your query or visit ⁠our people page.

Title

First Name

Last name

Phone number

Postcode

Preferred office

Investment Amount