Rathbones - Kendal Reviews 9

We are very happy with the services and advice given by Jenna Huartson and Stephen Blakemore and their prompt response to any queries we have.

We've always had a very good service from the Rathbones Kendal office. Both from an administrative/engagement point of view, as well as financial performance. Stephen recently took over as our investment manager due to the retirement of our previous one. We've found him to be very helpful and engaging and are very happy to be under his management going forward.

In general, I am very happy to be a Rathbones client as they have a high reputation to maintain.

In particular, Stephen Blakemore has always made himself available either by phone or face-to-face to discuss personal finance and I find his explanations surrounding risk very reassuring.

We live in “interesting “ times and having expert guidance is important.

Over many years of having our investments managed on a discretionary basis, we have worked with both large and small firms. At Rathbones Kendal, we feel we have found the best of both worlds.

The personal service and approachability of a smaller firm are combined with the strength, depth of research, strategic insight and corporate governance of a larger organisation. This balance is seamlessly delivered by Stephen Blakemore, who manages our investments with skill, care and professionalism.

I have been investing with Rathbones for nine years and have found them to be reliable, delivering for me what they have said they would. They have also reassured when markets have looked unsettled. Stephen Blakemore manages my portfolio and I have found him to be attentive, listening carefully to what I have had to say.

Hindley & Abram Grammar School Foundation has enjoyed a long-standing association with Rathbones.
The professionalism shown by Mr.D.White has been very important, particularly regarding his involvement in portfolio management.
After managing the HAGS portfolio until his recent retirement Mr.White has been succeeded by Mr.S.Blakemore.
The Trustees have been very impressed br Mr.Blakemore's straightforward and informative explanations of Rathbones workings, which are very much appreciated.
Going forward, the Trustees anticipates its partnership with Rathbones and will continue to go from strength to strength.

Rathbones in Kendal have been a great help with planning and managing my finances over the past couple of years.
Greg has guided me through the financial planning side with real care and clarity, making decisions and future goals feel much more manageable.
On the investment side, Tomas and his team have done an excellent job, managing things with attention and expertise, and the results have been consistently strong.
Having Greg focus on planning while Tomas looks after the investments works very well, and I’d happily recommend them both them and the team that supports them.
Robin

Greg and Tomas at the Kendal Office have been extremely helpful in providing clear, knowledgeable and tailored advice with some complex issues.
They are extremely attentive and knowledgable and give us a truly professional service.
Michael & Judith

I have dealt with Rathbones for many years now and it has been an excellent experience. I live in Windsor and each time I visit your Leven’s office I feel that David ( now retired ) and Stephen care. Any queries and transactions are answered promptly. AND most importantly I have come to trust their judgement and the value of my portfolio has increased even through these difficult international times. My recent experience yesterday is a very good example . Within in an hour everything I asked for was acted upon.