Our wealth management services
At the heart of Surrey’s expanding commercial centre, our Guildford office is located conveniently at the top of the town’s iconic high street. We have a very talented and experienced team who work closely with clients in the area, including local accountants, solicitors and IFAs.
Find the right service for you below.
- Financial planning
- Investment management
- Wealth management
- Specialist advice for complex circumstances
Plan your visit
For new clients, please complete our enquiry form or give us a call on 0330 390 9191.
For existing clients, if you have already arranged a meeting then we can help you plan your visit. Give us a call on 01483 406 553.
Please let our reception know you require special assistance when visiting.
Our address is: Connaught House, Alexandra Terrace, Guildford, GU1 3DA
Available assistance when visiting us
Disabled parking
There are no disabled parking in the underground car park but there is street parking available.
Signage
Signage has been installed in Rathbones' areas to assist disabled persons with safe passage in and around the location.
Wheelchair access
Wheelchair users can access the building through the side or main entrance for entry to the lift.
Induction loop
There is no induction loop fitted within the office. Writing materials will always be available if this is your preferred method of communication.
Toilets
The toilet is accessible for wheelchair users on our office floor.
Lifts
Signage will denote which floor the lift stops at.
Stairs
Stairs and landings are adequately signed and illuminated.
Fire exit
Where required a member of the company will help you leave the building safely.
Our Guilford team
Michal Hall
Paraplanner
Miriam Wooster
Senior Investment Assistant
Nadine Collins
Financial Planning Director
Phil Maher
Senior Investment Director
Rebecca McMahon
Senior Investment Administrator
Simon Connor
Senior Investment Director
Local charities we support
Through the Rathbones Foundation, we are proud to partner with important local causes supporting young people.
f⁶it
f⁶it provides fun, inclusive and accessible sports and recreational activities for children and young people with disabilities and additional needs to enjoy together with their families and friends.