Rathbones - Edinburgh Omdömen 96

Rathbones have looked after our family for a considerable period. Guy Tulloch and his team have supported me excellently over the last few years. I have been very pleased with the performance of my investments, and the flexibility I have needed from time to time has been appreciated. In addition I have found the communication to be relevant and clear. I would have no hesitation in recommending Guy and his team.

Peter Shaw

My wife and I have been very pleased with the performance of our portfolios since Douglas Spence and Hector Falconer began managing our investments several years ago. Douglas and Hector have not only done a great job in increasing our wealth, they are also very responsive, strong communicators and pleasant to deal with. We have great confidence in them.

Douglas Spence, along with Hector Falconer, at Rathbones (Edinburgh Office) have given us excellent service for several years now. Always on hand to explain and guide us through investment choices, with genuine consideration to assisting us to make the best decisions for our future. Very happy to recommend them both to anyone looking for successful investment choices, built on a considerate, responsive relationship.

Rathbones' office in Edinburgh has been acting on our behalf since 2007, initially in investing my pension fund and more recently in investing other savings on behalf of my wife and myself. Simon Dewar has been our key point of contact for many years. We have been very happy with the service we have received from Simon and his colleagues over those years. The overall performance of the investments has been good. We have appreciated Simon's approach to client service, which is always friendly, professional and responsive whenever we have matters to discuss. We have valued our meetings with him both in person in Cambridge, when he has been happy to travel to meet us, and online. He has always followed up promptly on agreed actions. My wife and I would happily recommend Simon and the Rathbones Edinburgh Office to others based on our experience.

Following advice from a colleague, I moved my SIPP to Rathbones upon my retirement 15 years back. It has always been managed by Simon Dewar.
Subsequently, my wife decided to move her own investments over to Simon’s care.
This approach has been a real success, and has enabled us to systematically simplify our affairs, a process which is ongoing as a result of changes in IHT.
From the outset, Simon has been the key to building a brilliant working relationship which we value most highly.
We owe him our thanks

Robert and Rosemary

We found the financial review and planning sessions with Kinder Brown very helpful and reassuring
Clare Gunn then designed an investment strategy around our needs
We feel in good hands

We find Douglas Spence and Hector Falconer at Rathbones excellent at looking after our wealth. Our funds have been managed by Douglas for 8 years and Hector for 5 years. We meet regularly with Douglas and Hector and receive clear, informative communication on an ongoing basis. We feel they offer great professionalism and are very well informed on their subject. Rathbones large team of Investment Analysts ensures we benefit from a well-chosen portfolio.

I have been looked after my Justin Armet since he began at Rathbones. He has looked after my portfolio from before he was at Rathbones and Rathbones and Justin have done well for me for many years.

My husband and I have been with Rathbones and Simon Dewar for many, many years. His clear explanation of complex economic and financial matters gives us confidence in our investment choices. He answers any query promptly, is really personable, and we feel very comfortable with all his advice. Aside from that, our investments have performed very well under his guidance, which of course is hugely important. Communication is regular, which is not the case with other investment firms, so we never feel like we've been abandoned after investing. I doubt we could have chosen better than Rathbones and Simon.

Simon Dewar has been looking after us and our investment portfolio for over a decade now. Whether at face-to-face meetings or via email, he's always responsive and helpful, clearly explaining options and making suggestions that guide us to decisions that have worked well for us and our family.

We also really appreciate the added extras we get from Rathbones - from the app (really easy to use and track performance), the regular market commentaries and invitations to events from investment webinars to art exhibitions.

Since being with Rathbones we haven't just seen our portfolio grow in the way we wanted, but also gained a better understanding of investment strategies and how to navigate challenging geo-political and economic times. Can highly recommend.

Rathbones have been managing my SIPP since 2007 with Simon Dewar from the Edinburgh office having responsibility for its management for most of that time. It I had to choose a few words to describe my experience of the Rathbones service, I would talk about it being safe and reliable. From what I observe, they are not speculative but are looking for steady growth whilst trying to avoid excessive dips when the market drops. I have always found Simon very approachable and very willing to meet up in London to discuss the performance of my investments. Earlier this year, I decided to make small cash gifts to my two daughters. Simon was happy to arrange the necessary liquidation of assets and the whole process progressed very smoothly.

My wife and I have been clients of Rathbones for over 20 years. Simon Dewar and Kindar Brown have been our contacts and have done an excellent job looking after our diverse portfolios.
The level of service provided has been tailored to our specific requirements and has resulted in very good results. As important, on a few occasions, when specific portfolio results were not per expectation, Simon was the first to take proactive remedial action. The weekly Rathbones Digest newsletters and the ad-hoc Rathbones webcasts are excellent and keeps me informed of investment trends.

My wife and I have been helped by Simon and his team for over 15 years. The service over this period has been faultless. The investment strategies have performed exceptionally across all economic environments, and Simon has always been responsive to any request. What I value most about him though is his judgment, he listens carefully, does proper research and always comes up with an imaginative and effective solution. He is a great communicator and totally decent guy. Strongly recommend.

Looooong time with Laura, two decades and more.

All spot on.

Simon and his team have looked after us for many years. Their advice has been and continues to be invaluable. They were also there for us during a very challenging period for us. We will continue to support them just have supported us.

Over ten years ago we were looking for a more personal investment service to look after our multiple pension pots and other investments we'd held for some years.

Simon Dewar gave us the confidence to invest with Rathbones and now have a managed portfolio that has continued to perform over the last few years. Even though Simon now runs the Edinburgh office, we meet him regularly to discuss the global financial situation and ensure that the portfolio still meets our needs.

It has been a very good relationship for us.

We have been expertly advised by Paul Mefford from the Rathbones (formerly Investec Wealth & Investment) Edinburgh office for many years. Paul and his team particularly Ciaran Liddy and Vivienne Murdoch take great care to understand client requirements and tailor the service accordingly.

strong and senior human interaction - with a clear director-lead

Justin Armet is a very senior and diligent director-lead

Meeting with Stephen Hunter and Euan Macdonald has provided my wife and I tremendous reassurance. We both feel that Stephen and Euan are caring professionals who are truly putting our needs first. From the moment of the meeting onwards I have had a great sense of freedom, security and freed-up mental capacity by passing on my long term investment portfolio decisions to their capable hands. I strongly recommend their services to anyone looking for a secure and trusted investment team. Friendly, kind, professional, reassuring.

Amazing service looked after my finances for years I would highly recommend all the staff especially Ross Middleton