Background

As one of our valued clients, your portfolio will be looked after by a experienced adviser. It is the adviser’s responsibility to monitor the performance of your investments and ensure as far as possible that, over time, the results meet with your objectives. Each adviser is in turn supported by a specialist team of administrators, dedicated to providing you with the best available investment research, thanks to our online information resources.

In all, McGrath Rathbone is in the business of making your money work harder for you. We are judged by our financial performance and the quality of our service.

McGrath Rathbone is a well established firm of independent advisers specialising in private client investment management company in the region, and advises private individuals both in the UK and overseas.

Investments may go down as well as up and you may not get back the full amount invested.

Our work for our clients involves:

  • Potentially mitigating exposure to inheritance tax*
  • Helping to protect financial lifestyle in retirement
  • Helping to arrange retirement and other benefits for the directors and employees of a business
  • Working with employers and employees to introduce effective and robust Staffcare packages
  • Helping to protect families from the unexpected
  • As Independent Financial Advisers we have access to all available financial services solutions and are able to identify those that suit our client’s current needs and circumstances. From the first meeting to putting a plan into action, we keep our clients best interests at the centre of everything we do. Maybe this is why so many of our new clients are introduced to us by our existing ones.

    Based in Woodstock, McGrath Rathbone has grown steadily and is now recognised as one of the foremost wealth management companies in the area.

    * The Financial Conduct Authority does not regulate Taxation and Trust Advice.