Rathbones is a leading UK wealth and investment management firm, providing personalised investment management and financial planning services to individuals, families, charities, trustees and professional clients.

At its core, Rathbones helps clients invest and plan their wealth to support long-term financial security. We offer discretionary investment management, where experienced investment professionals manage portfolios on your behalf, alongside comprehensive financial planning covering areas such as retirement, tax efficiency, estate and succession planning, trusts and charitable giving.

We provide tailored financial planning and investment advice for dentists, including associates, practice owners, and those approaching retirement. Our experience within the dental sector means we can offer informed, practical guidance on issues such as income planning, investing surplus cash, pension strategy, protection planning, and long-term wealth management. For practice owners, we also support practice acquisition, succession planning, and exit strategies, helping you align your professional goals with your personal financial objectives.

Rathbones takes a long-term, relationship-based approach, where you will be supported by a dedicated investment manager and adviser who take time to understand your goals, circumstances and values. This allows portfolios and plans to be tailored and adapted as your needs evolve over time.

We can help you with:

• Personal and practice financial planning, including income structuring and long-term wealth strategies
• Pensions and retirement planning, tailored to dentists and practice owners
• Investment management, designed to grow and protect your wealth responsibly
• Succession, exit and sale planning for practice owners
• Protection planning to safeguard you, your family and your business

At Rathbones, responsible investing is an integral part of how we manage money, not a bolt-on. We have been incorporating environmental, social and governance (ESG) considerations into our investment process for decades, helping clients align their investments with their values while remaining focused on long-term financial outcomes.

Our approach recognises that ESG factors can be financially material. Issues such as climate risk, governance standards, labour practices and business ethics can have a direct impact on company performance and long-term sustainability. By actively considering these factors alongside traditional financial analysis, we aim to manage risk more effectively and identify opportunities that support resilient, long-term growth.

For clients who wish to take ESG integration further, Rathbones offers dedicated ethical and sustainable investment solutions, including bespoke portfolios that reflect specific values or exclusions. These may include avoiding certain sectors, supporting positive social or environmental outcomes, or focusing on companies that demonstrate strong governance and responsible business practices.

Find out more

Address: George House, 50 George Square, Glasgow G2 1EH

For more information visit the Rathbones Investment Management website.