Rathbones - Bristol Opiniões 15

I've been with Rathbones Greenbank for over 10 years and would certainly recommend them.

David Nicholsby has been particularly helpful, clear and reliable. Their events have been interesting and well run too.

We had been wanting to utilise our pension and general funds to achieve a positive impact for our planet and humanity, as well as giving us a good financial return. After much searching we found a few options, including a recommendation from a friend for Greenbank (part of Rathbones). Along with our financial advisor, we met online with David Nicholsby, Investment Director in the Bristol office.

David provided us with a comprehensive and impressive outline of how they operate, and how they utilise the information in our initial ethical questionnaire. We decided to proceed and are very pleased that we did. The transfer went well, and we have now been fully with Greenbank for 9 months.

We were, and continue to be, impressed and happy with the professionalism, responsiveness and friendliness of David, Rory Bodycombe and the wider team. We have access to a level of information, events, and contact that we value, and really enrich our understanding. Rathbones’ on-line portal also enables us to review our investment in a variety of ways. We are happy to recommend Rathbones Greenbank (and David and Rory) to anyone who is wanting to invest for impact in alignment with their values as well as financial performance.

We have been with Rathbone Greenback for about 15 years and very happy with the service they have provided.

As a relatively new customer of Rathbones Greenbank, I'm very pleased and impressed with the level of service I've received from David Nicholsby, Rory Bodycombe and the team. Their professionalism and patience is greatly appreciated. They're always willing to arrange an online meeting and explain things carefully and helpfully for a new investor when I have questions. The notes they provide as follow up are extremely comprehensive and useful for my reference. Thank you.

I have been working with Jason and Giles for a couple of years now and would have no problem recommending Rathbones to anyone. Their services are second to none and the professional approach has provided me with piece of mind knowing that my pension investments are in good hands. I can’t thank them enough for their help and advice and look forward to working with them for years to come.

I have been lucky enough to have Jason Dalley and Giles Wood manage my Investment Portfolio over the last few years (previously Jason managed my parents portfolios).
They both provide excellent client communication and are extremely knowledgeable, helpful and professional.
I trust them completely and really value their extensive expertise.
I have no hesitation whatsoever in highly recommending them both, from the Rathbones Bristol office.

We have been with Rathbone Bristol for a number of years. We have always found them extremely helpful and understanding. Our principal contact Amos Nelson has, we feel, always had our best interests at heart and has always been there when we have sought advice.

My wife and I have been brilliantly looked after by the Rathbones team for many years. Our Investment Director, Jason Dalley and his team have been extremely helpful keeping closely in touch with us and looking after all of our varied financial needs.

My wife and I have been clients of Rathbones for nearly 15 years, and throughout that time we have consistently received outstanding service.

We have been expertly supported throughout by Jason Dalley, and more recently by Giles Wood. Both are highly professional yet approachable, with an exceptional depth of knowledge across investments and pensions. They take the time to understand our individual circumstances, ensuring we always feel valued rather than simply another client.

We would have absolutely no hesitation in recommending Rathbones to anyone seeking high-quality investment advice combined with a genuinely personal service.

My husband (who was financially astute) recommended Rathbones - specifically David Clapham - in the Bristol office.
David is very patient, prompt, and extremely knowledgeable; he accepted I was not financially aware, and has guided my savings into appropriate envelopes as I was better paid. The results have been consistently good, especially as I trust him to extract cash with least damage as the need has arisen (after my husband’s death). I have been grateful for David’s guidance after the sale of the family home. My only concern is all my eggs are in one basket; my natural inclination would normally be to hedge my bets.
His back-up team are excellent and always fill in with appropriate action on the few occasions when David’s not been there.

I joined Rathbones in the summer of 2025 and have nothing but praise for the attention to detail and skill of my Investment Manager, Ben Haymer. We have met on many occasions both at my home and elsewhere; in fact I have probably met him some dozen times during the past year. This is remarkable service and I have no hesitation in recommending him to you.

I have been with Rathbones for 25 years (!) and am happy to highly recommend their services. More specifically Amos Nelson has managed my ISA portfolio for 15 years now. He has that perfect balance of being professional and personable. He has a great depth of knowledge but is able to explain things in terms that I can get to grips with! Over the years the performance of the portfolio has been outstanding. I hope to continue for many years to come.

Amos Nelson has been looking after my investments for many years and I cannot recommend him more highly. He listens to what I need to get from my investments and makes it happen. I always feel that I could ask anything and he would answer honestly and with my situation at the heart of his suggestions.

Nolan Webber at Rathbones' Bristol office has invested for me for about 4 years. He was recommended to me by a friend. I’m a British and an American citizen so need to file taxes in both countries. Nolan has been very responsive to the demands of the US tax system in his investing decisions. He spent a lot of time talking with me about my financial goals before investing for me. His newsletters give his views of how the markets are moving and he is also happy to go through my portfolio with me to discuss the decisions he has made. He always replies to my queries quickly and thoughtfully.

Nolan sees that I get year-end reports for both the US and UK tax years. Rathbones’ on-line portal allows me to review my accounts and investments and displays information in a variety of ways, so it is easy to see what my investments have been doing.

In addition to being both professional and a genuinely nice human being, Nolan has also invested very successfully for me so that my portfolio has grown nicely. I would highly recommend him to anyone.

Rathbone's offers an absolutely top quality investment management service. In particular, I wish to recommend Nolan Webber at the Bristol office.
Nolan has managed my investments for some years. His is a personal, sensitive and totally informed professional approach--I simply can't imagine anyone better qualified or more caring.
He almost always responds at once to any queries, and when he cannot do so, he or one of his team lets me know when he will respond.
Nolan always starts by listening carefully to what I have to say and makes sure we agree on the issues at hand. Only then does he offer various strategies, all backed up with the latest facts and figures. He also seems able to keep both current concerns and my long term goals in mind simultaneously.
I cannot imagine a better service than Rathbone's Bristol--and Nolan Webber in particular--could offer an investor.