Financial planning - THINKING AHEAD. WITH CLEAR FOCUS.
We've spent years thinking ahead, to help our clients live the future they want. We’ll use our expertise to help you do the same.
Financial Planning at Rathbones
It’s reassuring to have a clear plan for the future of your finances. Working one-to-one with our financial planners, you’ll have access to their advice, and their ability to plan ahead to help you achieve your goals.
They’ll aim to ensure you’re better placed to manage financial situations you may not have anticipated.
We will start by getting to know you and your current and long-term needs as well as any personal goals. Using this information, we will work with you to create clear and precise financial objectives to work towards, aiming to reduce complexity and help you focus on what matters to you. Because the best financial plans are always built around individual goals.
HOW CAN WE HELP YOU WITH YOUR FINANCIAL PLANNING ?
We have three ongoing advisory services and as part of our initial advice and planning we will confirm which, if any, is most suitable for you. Our ongoing advisory services are designed to reflect your individual financial planning needs and the type of advice required:
INITIAL ADVICE AND PLANNING
FOCUSED FINANCIAL PLANNING
HOLISTIC FINANCIAL PLANNING
FAMILY FINANCIAL PLANNING
ONE-OFF FINANCIAL ADVICE
Your financial planning team
You will be looked after by a small team that knows you and your personal situation. Your financial planner will be your key contact. You will be supported by members of the team and they will often attend meetings. The team also has access to a range of in-house experts, researchers and analysts who they can call upon when needed or to at-tend meetings when required.
Iain Pink
Senior Financial Planner
Iain Pink
Senior Financial Planner
London
Iain joined Rathbones in 2024 and advises clients on all aspects of financial planning.
Iain is a Chartered Financial Planner with over 25 years’ experience of working alongside personal clients and professional pension scheme trustees.
Iain’s expertise includes retirement planning, wealth accumulation and decumulation, tax efficient investment structuring and inheritance tax planning.
Iain is married with one son and dog, lives in London and is usually found outside at the weekend.
Iain joined Rathbones in 2024 and advises clients on all aspects of financial planning.
Iain is a Chartered Financial Planner with over 25 years’ experience of working alongside personal clients and professional pension scheme trustees.
Iain’s expertise includes retirement planning, wealth accumulation and decumulation, tax efficient investment structuring and inheritance tax planning.
Iain is married with one son and dog, lives in London and is usually found outside at the weekend.
James Bowman
Senior Financial Planner
James Bowman
Senior Financial Planner
London
James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI). James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations.
James has worked for a number of Investment Management Firms, most recently Killik & Co., where he mentored and developed new planners alongside managing his own advice team. He has also enjoyed more technical roles at Coutts, supporting advisors to provide complex at retirement advice to wealthy individuals and families.
James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI). James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations.
James has worked for a number of Investment Management Firms, most recently Killik & Co., where he mentored and developed new planners alongside managing his own advice team. He has also enjoyed more technical roles at Coutts, supporting advisors to provide complex at retirement advice to wealthy individuals and families.
Jenna Huartson
Financial planner
Jenna Huartson
Financial planner
Liverpool
Jenna joined Rathbones in 2019 and has over 12 years’ experience in the industry. She is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jenna works with clients on a holistic basis, helping to plan for their future through; wealth accumulation, tax planning and mitigation, retirement planning and, estate and inheritance tax planning. Jenna also has a keen interest in helping divorcee clients, using detailed long-term cashflow analysis to provide greater visibility over wealth.
Jenna joined Rathbones in 2019 and has over 12 years’ experience in the industry. She is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jenna works with clients on a holistic basis, helping to plan for their future through; wealth accumulation, tax planning and mitigation, retirement planning and, estate and inheritance tax planning. Jenna also has a keen interest in helping divorcee clients, using detailed long-term cashflow analysis to provide greater visibility over wealth.
INSIGHTS
Review of the week: Taking stock of GDP
The great uncertainty over whether and when US interest rates will fall took a twist with first-quarter GDP. Much slower growth, offsetting dynamics and higher inflation are creating a puzzle.
5 mins
Responsible investment report for 2023 activity
Explains how we invested, engaged and voted with ESG issues in mind.
1 min
Review of the week: Spending the big bucks
The mean-average American family is worth $1 million after years of soaring growth, wealth and income. This matters for inflation, future interest rates and the strength of the dollar.
5 mins
Investment Insights webinar
Rathbones’ head of equities Sanjiv Tumkur and head of asset allocation Oliver Jones discuss the outlook for global growth. Greenbank’s head of ethical, sustainable and impact research, Kate Elliot provides insight into the likelihood of a change in political leadership and what this could mean for investments.
1 min