Rathbones

Rathbones Trusted for generations to manage and preserve our clients’ wealth. We have been trusted for generations to manage and preserve our clients’ wealth.

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

As retirement gets closer, questions about income, lifestyle and long-term security become more real. In our upcoming we...
21/05/2026

As retirement gets closer, questions about income, lifestyle and long-term security become more real.

In our upcoming webinar 'Designing the retirement that works for you', our expert panel will show how planning and investing work together to provide long-term income. If you’re preparing for retirement, this session can provide you with a clear plan to help you design the retirement you want.

📅Tuesday 16 June | 12.00 – 1.00pm

Register here: https://rathbones.link/bVcb3r-0x3

Invest well. Live well.

19/05/2026

Geopolitical conflict can unsettle markets - and understandably unsettle investors too.

Energy prices, inflation and interest rates quickly come into focus when tensions rise.

In this video, Adam Greaves, Head of Rathbones Specialist Tax Portfolio Service, explains why geopolitical shocks have rarely changed long‑term investment outcomes, and how staying focused on fundamentals can help investors navigate periods of uncertainty.

👉 Learn more: https://rathbones.link/AaTNt8-0x1

Invest well. Live well.

15/05/2026

Retirement isn’t a binary choice. You don’t have to jump from full time work to full time leisure. There’s a whole spectrum in between.

That’s why your decision shouldn’t hinge on one moment, but on what’s realistically possible.

Listen as Ryan Jackson, Rathbones Associate Financial Planning Director shares how planning helps you test different versions of retirement and find the one that fits.

👉 Read the full article: https://rathbones.link/cvwDMq-0x1

🎥 One webinar series. Two sessions. One date. Choose the session that fits where you are on your retirement journey, or ...
14/05/2026

🎥 One webinar series. Two sessions. One date.

Choose the session that fits where you are on your retirement journey, or join both.

Preparing for or approaching retirement? Join our webinar titled: 'Designing the retirement that works for you'
➡️Tuesday 16 June | 12:00 - 1:00pm | Register here: https://rathbones.link/bVcb3r-0x4

Already enjoying retirement? Join our webinar titled: 'Staying in control throughout retirement'
➡️Tuesday 16 June | 3:00 - 4:00pm | Register here: https://rathbones.link/bVcb3r-0x3

Invest well. Live well.

12/05/2026

When you think about the money you’ll use to fund your retirement, there are far more options than just your pension.

From ISAs and general investments to cash savings, rental income and other assets, each source plays a different role, and the mix you build now will shape the income you can rely on in retirement.

In this video, Ed Wood, Rathbones Senior Financial Planner, explains how these income sources fit together and why planning them early can give you a stronger, more sustainable retirement plan.

👉 Explore the full article: https://rathbones.link/92ZQGM-0x1

We're proud to be supporting MARS Badminton Horse Trials as sponsors this year 🐎Our partnership reflects our commitment ...
06/05/2026

We're proud to be supporting MARS Badminton Horse Trials as sponsors this year 🐎

Our partnership reflects our commitment to supporting events that bring communities together.

With the Rathbones Curve ready on the cross-country course, we're excited to watch it all unfold.

05/05/2026

How you take income in retirement can make a meaningful difference to the tax you pay.

Rebecca Williams, Rathbones Financial Planning Divisional Lead, shares how coordinating pensions, ISAs and investments can help your retirement income stretch further, especially with new pension inheritance changes coming in April 2027.

👉 Read more: https://rathbones.link/Lp8B6f-0x1

💡 April is Financial Literacy MonthTo mark it, we're hosting two free virtual financial awareness courses designed to bu...
25/04/2026

💡 April is Financial Literacy Month

To mark it, we're hosting two free virtual financial awareness courses designed to build confidence around money and investing.

Young Adults (16-25)
📅28 April | ⏰6.00 - 7.30pm
Join Nick Forbes and Connor Spence for a practical introduction on managing money, understanding investments and making informed financial choices early on.
Register: https://rathbones.link/gxvsmy

General (25+)
📅29 April | ⏰6.00 - 7.30pm
Join Elizabeth Hart, Marion Reilly and Euan Bell as they share practical insights into investing and financial planning, helping you feel more confident about your finances.
Register: https://rathbones.link/o45z8q

👉 Register now or share with someone who might benefit.

23/04/2026

Early investing or drip feeding?

Listen in as Jane Sydenham, Senior Investment Director at Rathbones, explores what really sits behind the decision of when to invest as we enter a new tax year.

👉 Read more: https://rathbones.link/i7HoP8-0x1

21/04/2026

When your life, work and assets span multiple countries, currency exposure, local tax regimes and inheritance laws become increasingly complex and critical to get right.

A joined‑up, long‑term plan can help you retain control and confidence.

Hear from Michelle White, Rathbones Private Office Lead, as she discusses key considerations when aligning investments, ownership structures and estate planning with your future country of residence.

Read more: https://rathbones.link/YShXrE-0x1

16/04/2026

From April 2027, any unused pension funds you haven’t drawn will typically be counted as part of your taxable estate for inheritance tax - a meaningful change for many long‑term plans.

For some, it could influence when they draw from pensions versus ISAs or other assets.

Listen as Olly Cheng, Rathbones Financial Planning Divisional Lead, breaks down the new rules, who may be affected, and why reviewing your strategy early can help you stay in control.

👉 Read the full article: https://rathbones.link/iMCFqu-0x1

Address

London

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

Telephone

+442073990000

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