Rathbones Investment Management blue logo on a white backgroun

Rathbones' Investment Management

Location

The Stables, Levens Hall, Kendal, Cumbria, LA8 0PB

Phone

01539 561 457

Email

Stephen.Blakemore@rathbones.com

Partner Overview

Rathbones Investment Management is one of the UK’s leading providers of high-quality wealth management, with 15 offices across the UK and Jersey.

At Rathbones, we believe no two people are the same, which is why our team in the Kendal office take the time to get to know their clients. This allows them to offer individuals, trusts and business’ a truly tailored investment service.

Our Kendal office, managed by Richard Dawson, has established a strong presence in the region, providing high quality wealth management services.

Our team of experts in Kendal are proud to be part of one of the UK’s largest and longest established wealth management firms, while still retaining a truly local feel. Rathbones is part of Rathbones Group Plc, which has a heritage dating back to 1742 and a listing on the London Stock Exchange.

Our Services Include

Employee Spotlight

Stephen Blakemore is an Investment Manager for Rathbones’. Stephen joined the Kendal office in 2023, having spent over a decade in the investment management industry starting his career in 2007.

Stephen graduated from Liverpool John Moore University having gained a bachelor’s degree in accountancy and finance, later he was awarded the Securities Institute Diploma and is a Fellow of the Chartered Institute for Securities and Investment. On an ongoing basis Stephen receives his annual Statement of Professional Standing from the Institute.

Based in the Kendal office, Stephen manages a range of private client, trust, pension and company portfolios. He works hand in hand with financial advisors, solicitors, and accountants to help clients with specialist investment advice.

Outside of work he enjoys spending time with his wife and daughter while avidly supporting his beloved Bolton Wanderers.

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