Financial Planning Director
Rathbones is a financial services company which specializes in discretionary investment management, charity investment management, ethical investment management.
Our client work is varied although the vast majority of our clients share a common objective which is to support their lifestyles (following the end of their earning years) and pass on their wealth to the next generation in a controlled and responsible way. We find the vast majority of our new clients had been ‘under advised’ for many years without realising the damage it could be doing them. Our whole financial system profits on the apathy of individuals and no regulator can protect against missed planning opportunities. We provide a full breakdown of all fees in advance of us engaging with a new client and do not charge for initial meetings. You may contact me on 07917 241 307.
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