Financial Adviser

Rathbones

Wealth management and Asset management, in Bournemouth town centre

Midland House, 2 Poole Road, Bournemouth, BH2 5QY

Rathbones is a wealth and asset management group serving individuals and families, entrepreneurs and business owners and financial advisers in the United Kingdom, Jersey and Guernsey. Its services cover investment management, financial planning, wealth structuring, sustainable investment options and dedicated personal injury and Court of Protection portfolios, with private, corporate and investment banking through a partnership with Investec. It has 21 offices across the UK and Channel Islands and gives clients a secure online portal and app.

What they offer

  • Wealth management
  • Asset management
  • Investment management
  • Financial planning
  • Sustainable investment
  • Court of Protection portfolios
  • Personal injury portfolios
  • Donor advised fund
  • Banking with Investec

Where to find them

Midland House, 2 Poole Road, Bournemouth, BH2 5QY

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