Having known Kirsty Cartwright for many years I had no hesitation in contacting her when I lost my husband two years ago. She took over the transfer of funds and came out to see me to help with gu... Ver más
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Localización
Cambiar localizaciónThe Colmore Building (Level 3), Colmore Circus, B4 6AT Birmingham, GB
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Consulta las opiniones de los clientes
Rathbones, and in particular Kirsty Cartwright, have been great and very attentive. They help my mother in a difficult situation recently and the family are very happy with the service and help we con... Ver más
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I have no great expertise on financial matters, but a friend introduced me several years ago to Kirsty Cartwright to look after a substantial part of the savings of my wife and me. When Kirsty moved... Ver más
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I have total confidence in the management of my portfolio which is in the hands of Kirsty Cartwright. I know my limitations and rely on her to look after my interests when investing on my behalf.... Ver más
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Información sobre la empresa
Escrito por la empresa
Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth.
Our services
Escrito por la empresa
- Investment Management
- We offer extensive investment management services that are built around you, your future goals and your values. Our starting point is to discuss your individual investment needs and develop a personal investment plan for you.
- Financial Planning
- Financial planning can help you organise your finances so you can make the most of your money. We start by getting to know you and your current and long-term needs as well as any personal goals. Using this information, we will work with you to create clear and precise financial objectives to work towards, aiming to reduce complexity and help you focus on what matters to you.
- Asset Management
- Rathbones Asset Management is the fund management division of Rathbones Group, which offers a range of actively managed funds covering variety of asset classes to meet your capital growth and income requirements.
- Family Office, Trust and Tax Services
- We offer a range of corporate trustee, corporate executorship, trust advisory, inheritance tax and succession planning, tax planning, and private philanthropy services.
- Offshore Investment Management
- Based in both Guernsey and Jersey, we cater for the investment needs of individuals and families, charities and professional advisers who are looking for offshore investment management.
- Ethical and Sustainable Investment
- For over 20 years, our Greenbank team has been at the forefront of creating bespoke ethical, and sustainable portfolios for our clients.
- Personal Injury and Court of Protection
- Our dedicated personal injury (PI) and Court of Protection (COP) team works closely with clients, deputies, trustees and families to help meet their current and future needs.
Información de contacto
The Colmore Building (Level 3), Colmore Circus, B4 6AT, Birmingham, Reino Unido
- 0121 232 0700
4,3
Excelente
7 opiniones
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Rathbones have been super helpful.
Rathbones, and in particular Kirsty Cartwright, have been great and very attentive. They help my mother in a difficult situation recently and the family are very happy with the service and help we continue to receive.
22 de septiembre de 2025
Opinión espontánea
Respuesta de Rathbones - Birmingham
Dear RB,
Thank you for your kind feedback. We're pleased to hear that Kirsty was able to provide attentive and supportive help during a difficult time, and that your family has felt well looked after throughout. It's great to know the ongoing service has continued to give you reassurance, and we very much appreciate your trust in Rathbones.
Best wishes,
Abbey
Taking the stress
Having known Kirsty Cartwright for many years I had no hesitation in contacting her when I lost my husband two years ago. She took over the transfer of funds and came out to see me to help with guidance on savings and outgoings, setting up a spreadsheet for me. It took a lot of stress off my shoulders as I have great faith in Kirsty who I can class as a friend. Rathbones is looking after me very well and thank you for the delightful Women's Day event which was a great success.
11 de marzo de 2026
Opinión espontánea
Respuesta de Rathbones - Birmingham
Dear Gillian,
Thank you for sharing your experience. We're pleased to hear that Kirsty was able to support you during such a difficult time, and that her guidance helped ease some of the pressure you were facing. It's good to know you've felt well looked after by Rathbones, and we're also delighted you enjoyed the International Women's Day event. Your kind words are very much appreciated.
Best wishes,
Abbey
I have total confidence in the…
I have total confidence in the management of my portfolio which is in the hands of Kirsty Cartwright. I know my limitations and rely on her to look after my interests when investing on my behalf. I appreciate being given the opportunity to instruct according to my preferences (or otherwise) and I refer to her for advice in financial matters not under her control.
19 de octubre de 2025
Opinión espontánea
Respuesta de Rathbones - Birmingham
Dear Elizabeth,
Thank you for your kind words. It’s wonderful to hear that Kirsty’s expertise and thoughtful approach have earned your confidence. She’ll be so pleased to know her guidance and support have been valuable to you over the years.
Best wishes,
Angus
An old man's thoughts
I have no great expertise on financial matters, but a friend introduced me several years ago to Kirsty Cartwright to look after a substantial part of the savings of my wife and me. When Kirsty moved to Rathbones and we were able to follow her she made the process simple and straight forward. She is very communicative & approachable and keeps us and our funds in good order.
10 de octubre de 2025
Opinión espontánea
Respuesta de Rathbones - Birmingham
Hi there,
Thank you for sharing your experience. We’re delighted to hear that Kirsty’s approachable and communicative style has made managing your savings feel clear and straightforward.
Best wishes,
Angus
Attention to detail
I am a comparative newcomer to Rathbones but I have very much appreciated the help I have received in changing from my previous advisors. I particularly make mention of Kirsty Cartwright who’s attention to detail in the change over and the advice given have been exceptional. I look forward to Rathbones continuing careful customer support.
8 de octubre de 2025
Opinión espontánea
Respuesta de Rathbones - Birmingham
Dear J,
Thank you for sharing your experience. We’re delighted to hear that Kirsty’s attention to detail and support made your transition to Rathbones such a smooth and positive one.
Kind regards,
Angus
Fabulous International Women's day…
Fabulous International Women's day event. Rathbones organised an incredible panel of speakers. The Rathbones employees were welcoming and it was great to hear about the work they do and I would highly recommend them.
6 de marzo de 2025
Opinión espontánea
Respuesta de Rathbones - Birmingham
Thank you for your kind review! We're thrilled that you enjoyed our International Women's Day event and got a chance to hear from some fantastic speakers and interact with some of our great team in Birmingham. Best wishes, Angus
An amazing company
An amazing company, people and event, thank you
6 de marzo de 2025
Opinión espontánea
Respuesta de Rathbones - Birmingham
Hi Jo, thank you for your support - we're glad you enjoyed our event and hope to see you at a future event. Best wishes, AH
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