Rathbones - Bournemouth Recensioni 32

I have known Darren Elmes for many years. He has done an excellent job managing my portfolio. I followed Darren from Investec to Rathbones, and it was a very smooth transition. Darren is friendly, professional and very supportive. I would highly recommend Darren.

Our family has had a relationship with Rathbones (ex-Investec) for a number of years covering all aspects of our financial planning and investment. Scott Jones and Hannah Gibson on the investment side have been tremendous in implementing appropriate investment strategies for us and communications and support are excellent. Amanda Cook on the financial planning side is also excellent at providing honest, realistic and thoughtful analysis and support. In a post-pandemic world with daily geo-political uncertainties arising it is reassuring to have the team at Rathbones there to help protect our families future.

Gillian van Barthold
I have been under the care of Darren Elmes for many years, predating his time even with Investec (now Rathbones), initially with my husband and now on my own as a widow. Throughout that period I have found him unfailingly helpful and supportive. Indeed, as I have often said, he is worth his weight in gold! Nothing is too much trouble for him and the same is true of his whole team, especially Julie Gardner. My portfolio has flourished and grown under his care and he has made retirement possible. I wholeheartedly recommend him and Rathbones to anyone considering investment.

Darren Elmes has been our financial advisor for more than 20 years and our portfolio has done very well. We followed him from Investec to Rathbones, a change that went smoothly. Darren visits us annually and has been a great help to both me and my daughter ever since my husband sadly passed away in 2022. Amanda Cook, who has also taken the time to visit, is now advising me about long term investments. I’m very happy to recommend both of them.

My wife and I have followed Darren Elmes from Investec to Rathbones and are very grateful for the excellent and personal service that Darren provides to us. In the last year, and I know it is not average returns, we have seen our portfolio increase by 18.1% under Darren's Custodianship and we are looking to invest more with Darren and Rathbones in the next few months.

I would definitely recommend Darren at the Bournemouth office who has been managing my pension for the last 5 years. In that time I have received an excellent service and consider this to be value for money as I watched it grow with the expertise he provides. He is always able to assist at any time and has a vast knowledge within the industry.

Darren Elmes at the Bournemouth office has been advising my family and myself for many years. The service he provides has continued to be excellent since the transfer from Investec to Rathbones. In addition to our annual review, he always responds promptly to any queries I have. I am therefore very happy to recommend Darren as an investment advisor.

I have been with Darren Elmes for more 15 years, first with Investec, then Rathbones. He has managed my investment portfolio with great returns, and has always visited me annually. Darren is friendly, very knowledgeable and has helped me tremendously over the years. I am very happy to recommend Darren to anyone.
Amanda Cook has also advised and guided me to make decisions about long term investments.
Thank you.

Darren, our go to at RATHBONE’s and previously INVESTEC , has been mine and my Partner’s family advisor for many years.
His attention to detail is exemplary in every department. Customer Service and response are ALWAYS 10/10.
He seems available 24/7. How , we are not sure but he gives us total peace of mind.

We have known Darren for nearly 20 years and would definitely recommend him. He is personable and always answers questions regardless of how stupid they could be. Additionally, Julie is great too. It helps that Rathbones can provide a wide portfolio of products so we are very happy with them.

We were introduced to Darren some 30 years ago and stayed with him during his changes of Companies he is a most enjoyable person to do business with and pays great attention when you express a particular wish he is very hard working and always comes up trumps on the decisions he makes although we have only been with Rathbones for the past year we are happy to say that our portfolio has grown quite considerably this is no doubt due to Darren's hard work and the security and knowledge of Rathbones and we cannot recommend them high enough so if you are looking for security and growth look no farther than getting i n touch with Darren and Rathbones.

Darren Elmes has been handling my portfolio for over 20 years and during that time he has ensured my money has been invested safely but with excellent growth. He always responds to any communications immediately and is very knowledgeable with what is happening in the markets. He has also been very savvy in managing any capital gains tax liability. Our annual meeting is useful in deciding what is needed for future plans for the following year. I hope to continue our connection for many years to come!

My retirement lump sum had been sitting in an interest bearing bank account for several years and I also had a small self-managed share portfolio. So by 2010 when interest rates had dropped to almost zero and my own portfolio was getting complicated to keep track of, I was delighted to be put in touch with Darren. He has managed my investments more less ever since then.
I've been very happy with the performance of the portfolio and the annual reviews with Darren. He is also very prompt in answering any questions I send by email.
The annual garden parties arranged by Investec (now part of Rathbones) have been a much appreciated way of keeping in touch.

I have been very pleased with the service that I have received from Jeremy Stanyer of Rathbones Bournemouth office for more than 20 years. He has provided impressive performance for my portfolios. Annual portfolio reviews are conducted face to face over lunch. Jeremy is friendly, knowledgeable and
professional and I have total confidence in him. I recommend Jeremy and Rathbones very highly.

I have known Tom Rich, investment manager for over 20 years. He has always provided a very professional, friendly service. Tom always takes the time to explain everything very clearly and and answer any questions you may have. He is also an excellent fund manager who has provided me with consistently high returns. I would fully recommend Tom and his colleagues at Rathbones Bournemouth.

My husband has written a “business” like review, I want to write how Darren Elmes has help us through the years. He has never let us down with financing the housekeeping! I look forward the his annual visit.

After advising my parents for many years on their financial investments, Darren Elmes was introduced to us and what a great relationship we have built with him over the last ten years. The merger from Investec to Rathbones was seamless and Darren has continued to advise us with his professional and also personable style. Future planning has been made possible with his skill of reading the markets and advising us of the best outcomes. We have also been advised by Amanda Cook since my father sadly passed away 4 years ago and have built a strong relationship, she has guided and advised with such knowledge, taking the raw edge off our sad situation. You will be in safe hands with Darren and Amanda .
Tracy and Frank Laskey

I am very pleased with the service I receive from Rathbones. I have annual reviews where my Rathbones financial adviser, Darren Elmes, explains what my portfolio has achieved to date and what the forecasted outlook is for the coming year.

Everything is explain in detail and I feel comfortable in the knowledge that my finances are being expertly managed and what Rathbones invest in on my behalf is adjusted in a timely manner, to get the best returns, in an ever changing market.

I've been with Darren Elmes for around 3 years now, and Darren has steered us extremely well with Investec and now Rathbomes, since the merger. He's very personable, sharp minded and has in-depth knowledge to provide the right level of support. He has provided us with excellent advice and in terms of Portfolio performance, it has currently exceeded expectations under Darren and Rathbomes. I have been impressed with Rathbones, they are now bigger and have more to offer and I can recommend them and Darren highly. I feel my portfolio is in good hands.

When we sold the family house a friend advised us to place the surplus with Darren Elmes now at Rathbones. This turned out to be the best financial advice we have ever received. Darren has demonstrated in over 20 years a most competent handling of our finances giving us a quite splendid return. This has been achieved by a friendly, knowledgeable, expert that we would recommend to anyone seeking financial expertise.