Rathbones Kendal - Kendal

Rathbones Kendal: A Comprehensive Overview

Rathbones Kendal is a distinguished financial services firm dedicated to providing comprehensive investment solutions and expert financial guidance. Located at Levens Hall, The Stables, Kendal LA8 0PB, United Kingdom, Rathbones Kendal operates as an integral part of the broader Rathbones group, a well-established and reputable investment company. The firm prides itself on a client-centric approach, tailoring its services to meet the unique needs and objectives of each individual and family. They function as a highly skilled financial consultant and financial planner, assisting clients through all stages of their financial journey, from initial planning to ongoing portfolio management.

Location and Contact Information

The physical address of Rathbones Kendal is Levens Hall, The Stables, Kendal LA8 0PB, United Kingdom. For immediate assistance, clients can reach them by telephone at 1539561457. A detailed overview of their services and resources can be found on their official website: rathbones.com. The firm’s strategic location in Kendal allows them to serve clients throughout Cumbria and the wider Northwest region.

Specialties and Services Offered

Rathbones Kendal’s core competencies encompass a wide spectrum of investment-related services. These include:

• Investment Management: They offer bespoke investment portfolios designed to align with client risk tolerance, time horizon, and financial goals.
• Financial Planning: Rathbones Kendal provides comprehensive financial planning services, covering retirement planning, inheritance tax planning, estate planning, and other key areas of personal finance.
• Stock Broking: As a registered stock broker, they facilitate the buying and selling of shares and other securities on behalf of their clients.
• Pension Services: They offer support and advice regarding pension schemes, including defined contribution and defined benefit plans.
• Corporate Financial Services: Rathbones also caters to smaller businesses with their financial planning and investment management needs.

The team is committed to providing personalized service and ongoing support, acting as a trusted partner in their clients' financial well-being.

Accessibility and Client Experience

Rathbones Kendal prioritizes accessibility and inclusivity. The premises are equipped with a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring that individuals with mobility impairments can easily access the office. Furthermore, the firm is LGBTQ+ friendly and operates as a transgender safe space, fostering a welcoming and respectful environment for all clients. Appointments are required, allowing for a dedicated and focused consultation. They also offer online appointments for clients who prefer remote access.

Client Feedback and Reputation

Currently, Rathbones Kendal has 0 reviews on Google My Business, indicating a lack of publicly available feedback at this time. The average opinion, based on this limited data, is 0/5. However, the firm’s reputation within the industry is generally positive, built on a foundation of professionalism, expertise, and a strong commitment to client satisfaction. Rathbones as a whole enjoys a strong reputation for ethical conduct and prudent investment management.

Points of Interest

• On-site Services: The office provides comprehensive on-site services, including portfolio reviews and financial planning consultations.
• Dedicated Team: Clients benefit from the expertise of a dedicated team of financial professionals who are committed to delivering exceptional service.

Rathbones Kendal strives to build long-term relationships with its clients, based on trust, transparency, and mutual respect. They continuously adapt their services to meet the evolving needs of the financial landscape, ensuring that clients receive the most relevant and effective advice.