Rathbones - Newcastle Avis 7

Used the services of Rathbones to perform a financial planning review for my wife and I. They were patient, clear and comprehensive in that review and provided clear recommendations. There were pre and post report meetings to ensure my circumstances were fully understood and that I understood the recommendations. I have taken up all their advice (If you pay for expertise outside of your own expertise you need to trust that advice). Things have now settled into a new rhythm financially in terms of pension income and I have a new confidence that my savings have been invested sensibly and wisely.
I was treated with care and understanding.
The first introductory meeting was on the 9th January followed by two formal meetings (paid for ), The report issued on the 9th March.

Thank you John Jefferson for your help as we transitioned my portfolio over. John has been in touch as required, and available at short notice to support this transition. I feel reassured that my future is in good hands, and invested in a way which suits my needs. I’m already seeing things move in the right direction.

My Wife and I have had a very positive experience of Rathbones based on the advice and guidance provided by James Kyle our investment manager. In addition to the purely financial advice, James has taken the time to understand our family’s financial needs and objectives and helped us build a solid platform for our retirement. Most recently we have engaged Scott Dawson to help us with Pension and overall financial planning, and once again this has been a very positive experience. Scott has taken on board our retirement needs and very thoroughly explored and recommended the best options for us. We are very happy with our experience to date! Jonathan and Pamela C

James Kyle has been our investor/wealth manager since 2016. He is extremely professional, courteous and friendly.
He has managed our portfolio very well providing excellent returns.
We can highly recommend both him and Rathbones Newcastle.
Michael Strong

We have used Rathbones services since the office first opened in Newcastle & in all that time they have shown exemplary professionalism. James has managed the portfolio perfectly & provided returns well in excess of our targets consistently over the period. The help, understanding & advise in our tax affairs from Kirstie has been invaluable.
All in all a well balanced brilliant service. Thank you guys.

I have a long standing relationship with the Newcastle office dating back to when it opened. Rathbones have been trustworthy and responsive and continue to look after all my family. I feel I've been well served.

I was a financial adviser for over 30 years but when I retired I decided I wanted to step back and have my investments managed by someone who would monitor and make decisions on my behalf and who I knew I could trust. Rathbones Newcastle had been managing my brothers significant investment for many years with me attending meetings with him. I was impressed at the levels of service and communication provided by the team, especially James Kyle, so when I retired and sold my business I had no doubts that Rathbones would be my Discretionary Manager. I have now been retired myself 6 years, my brother also continues to use Rathbones and I can only say, they have managed my funds and provided returns, meeting and even exceeding, all expectations. Being an ex adviser I feel I scrutinise the service more than most would, however, my own business was established through cementing long-term relationships and I value the same approach taken by James and the team at Rathbones. Their guidance is invaluable and I’ve never been disappointed at the service levels.