Rathbones - Belfast Opiniões 38

My parents have been very satisfied clients of Rathbones (formerly Investec and Rensburg Sheppards) for many years, and introduced me to the company. It just made sense to have the same company managing all our investments, and from day one the service has been consistently first-class.

Ryan Cornett has been our advisor for several years and has always been friendly, dependable and approachable. He explains things clearly, responds quickly to any queries, and nothing is ever too much trouble.

Ryan combines professionalism with a warm, friendly and personable approach that makes every meeting both productive and comfortable. More recently, he has been joined by Paul Kerr, who brings the same high standards and excellent communication to the team. Together they have managed our investments proactively, allowing us to meet our financial goals, including my early retirement.

I have complete confidence in the Rathbones Belfast office and feel assured that our portfolios are in very capable hands. I look forward to many more years of working with Ryan, Paul and the team.

Marie Ireland and her team at Rathbones Belfast are thoroughly reliable, knowledgable and adept at patiently guiding the investor through the technicalities of the process. We would not hesitate to recommend.

It is always lovely to go to the Rathbones office to meet with Marie. We love the new offices with breathtaking views. My husband and I are always warmly greeted and treated with great kindness. We have known Marie for over ten years and she has professionally guided us through decisions for our investments and for our grandchildren’s junior ISAs. We are always grateful for her support.

I have been a client of Rathbones and its predecessors since the 70s. For the last number of years Marie Ireland has managed my portfolio. She has always been courteous and helpful explaining the rational of her advice. Most importantly her advice has been proven sound and I am content that in this ever volatile climate my financial affairs are safely looked after. I am happpy to recommend her and Rathbone to others.

My wife and I have been clients of Investec and its predecessor companies foe what seems a lifetime, but is actually nearly 70 years.
In recent years we have consulted with Nicola McMurray who has continued to give us sound, shrewd and excellent advice on our changing needs. This advice is based on knowing her client and understanding their requirements and plans for younger members of the family.
It is early days of our experience with Rathbones, but we look forward to future discussions with someone who knows of our need and plans. We have been very happy with the advice and service given to date.
JC & AG Morton

Having been with Investec since they were Rensburg and we were working in Belfast in the 1990s, I hoped they wouldn't change too much now they are part of Rathbones. However they are still providing the same excellent service with an uncomplicated website and prompt and friendly advice from Marie Ireland.

I have been fortunate to have had John Cubitt now at Rathbones looking after my portfolio for 15+ years.
I can highly recommend John, he is knowledgeable, professional and replies promptly to my queries.
I am very happy how my portfolio has performed over the years, thanks to John.

I have been with Rathbones formally Investec since 2019 and have always found them to be exceptional at what they do. Nicola McMurray has been my contact since 2019. Nicola has this great quality of mixing business and social which makes any meeting extremely comfortable. A new member to the "team" is Paul Connolly and like Nicola brings the same qualities to the meetings.
I have always found that any queries are answered expeditiously and with clarity from both Nicola and Paul.
Rathbones (Investec) have looked after my interests superbly and I look forward to many years of working together.

For many years our families have been clients with Rensburg Sheppards, then Investec and now Rathbones, Belfast.
Nicola McMurray , our advisor has always been, friendly, dependable, helpful and approachable. She explains things well and nothing is too much trouble. She is quick to respond to any queries concerning our holdings. We feel happy to leave our portfolio in her hands.

The Belfast Office of Rathbones has always given me a first class friendly and professional investment and pensions management service, proactively managing my investments when my life is too busy to do so myself. This has enabled me to take early retirement as planned. Nicola McMurray has manged them to a very high standard for a number of years and has recently been joined by Paul Connolly

Investec has been part of my family’s life for many years and I have had an Investec portfolio since 2021. Peter Rainey, in the Belfast office, was instrumental in setting this up. During the transition from Investec to Rathbones, Peter kept us fully informed at every stage.My husband and I enjoy his annual visits when we have the opportunity to discuss all aspects of our financial situation. We would highly recommend Rathbones and Peter Rainey for his continued support and excellent communication.

What I like about Rathbones/Investec:-
First the Staff, always friendly, engaging and more than helpful. A big shout out to Marie Ireland who has taken over our reins in the last few years, Always welcoming, well informed and has our best interests at heart. Overall a great experience to go for our yearly review. PS Love the new building.

Peter Rainey has managed my portfolio for some time now and I was thankful when he reassured me that he would continue to be my point of contact following the merger with Rathbones.

Peter keeps me up to date with any major developments throughout the year, and a more thorough update at our annual meetings. I also find the app a useful tool to check in on my portfolio from time to time.

Happy to recommend Peter and Rathbones.

I’ve been a client of Investec and now Rathbones since 2017 when I migrated my SIPP over. My relationship over the 8 years since has been very professional helpful and positive with everyone I’ve dealt with. In particular Adrian O’Neill has been so reliable trustworthy and consistent. I am happy to recommend Rathbones Client Investment Management to others.

We've been small investors with Investec over the years. We have been so well looked after that when this purchase was announced I wondered just how much things might change. I was hugely reassured when advised that Marie Ireland remains our point of contact. Marie Ireland is a rock steady Investment Director advisor, advises as requested and we're so grateful to her for her continued support to us.

In 2006 my wife and I were advised by our accountant to contact Rensburg Sheppards and seek information on our finances. After a very friendly and informative meeting we became clients. We stayed for the Investec era and are now with Rathbones,

For the last five years Mr John Cubitt has been our Advisor and with his team we feel very well looked after. We have had excellent advice and guidance with our investments, pensions etc over this time. John has a very pleasant, manner and a caring way of putting you at ease especially when markets were uncertain. We are happy with Rathbones and Belfast deserves "five stars"

I have been a client of Investec / Rathbones for over 40 years and they have served me well.

Their planning and wealth of experience especially in due diligence is impressive. My meetings with Nicola McMurray are freindly, informative and educational. Her prudenct advice and managerial proficiency of my portfolios are well above the benchmark norms.

The company culture has a strong work ethic and during these volatile and turbulent times their knowledge and experience in developing a prudent strategy for the long term haul is very reassuring.
Paul Larmor

John Cubitt has been my stockbroker for decades, I have followed him as his career has progressed. I was concerned when Rathbones took over Investec, but was determined to stay with John. A decision I do not regret, his professionalism is second to none.

I have been a client of Investec and then Rathbones for quite a number of years. I was initially concerned when Investec was taken over by Rathbones, as a small investor I thought I might not get the same attention. My fears were completely dispelled when I was assured that Nicola McMurray would still be my advisor. I have found Nicola to be very attentive,easy to contact and understands my financial position. I am very happy to leave my portfolio in her capable care.

Excellent! Nicola is both very professional and approachable