Our People

David is a Chartered Financial Planner and Fellow of the Personal Finance Society. He joined Rathbones in April 2016 from the multi-family office Stonehage Fleming. David began his financial planning career in 2004 and over that time has provided effective counsel to a varied portfolio of wealthy individuals and families. He has a large professional network and works hard to ensure his clients receive the best possible outcomes and ongoing service.

David has been recognised as one the UK’s leading HNW Wealth Managers in the Spear’s 500, is highlighted on the Citywealth Leaders List and earlier in his career was named in Private Client Practitioner’s Top 35 under 35 on three occasions. He was awarded the inaugural Spear’s ‘young turk’ Wealth Manager of the Year title in 2012.

Ed Boswell is a Chartered Financial Planner dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With a 1st class honours degree in Accounting and Finance from Bristol Business School, Ed has been providing personalised advice to clients in Bristol and the South West since 2015.

Beginning his career at Hargreaves Lansdown in 2011, Ed joined Rathbones in 2022. He brings expertise in areas such as protecting wealth, investment and retirement planning, succession and inheritance tax planning, and working with entrepreneurs to plan for their future, all while respecting clients' values and priorities.

In his role at Rathbones, Ed is committed to understanding his clients' aspirations and providing holistic financial planning advice that aligns with their ethical and ESG preferences. His focus on building lasting relationships enables him to support clients through every stage of their financial journey, helping them make informed decisions and reach their goals

I joined Saunderson House (SHL) in 2005 as a graduate trainee and am now a Chartered Financial Planner, Fellow of the Personal Finance Society and part of Rathbones Financial Planning following the acquisition of SHL in October 2021.

Gareth is a Regional Manager for Financial Planning in the London Region. He has nearly 30 years' experience in Financial Services. He has a background of number of years delivering advice to clients for a number of firms including Bristol & West, Santander and Lloyds Bank before moving into a Supervisory background and then latterly managing teams of advisers. He has been recognised by colleagues on number of occasions with awards for his passion and dedication to the role in helping others become the best they can be.

Gareth heads up a Team of outstanding client facing advisers in London. He is a Fellow of the Personal Finance Society and joined Rathbones in 2021.

When Gareth is not working, he enjoys spending time with his family, keeping fit and watching sport.

Grant graduated from Heriot-Watt University in 2014 with a first class degree in Business Management with Marketing. After working for Merck in the pharmaceutical industry, Grant completed the CFA UK’s Investment Management Certificate. In 2016 Grant joined Carbon Financial Partners as a graduate trainee and completed the Diploma in Regulated Financial Planning in 2017. Since joining Rathbones in 2018 as a client service executive, he passed the CII Advanced Diploma in Financial Planning and was later promoted to financial planning assistant. Grant then became a financial planner at Rathbones after completing our internal training programme and he now provides holistic financial planning to clients looking for answers to ‘big picture’ questions often concerning retirement goals, intergenerational wealth planning and protection needs. Grant is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society.

Greg is an experienced financial planner who enjoys working closely with his clients on  all aspects of wealth management. He advises clients across a broad range of areas such as; wealth accumulation, investment management, structuring investments to maximise tax efficiency, retirement planning, wealth preservation and inheritance tax planning.

Prior to joining Rathbones Greg worked at Tilney Smith and Williamson. He is a Chartered Wealth Manager and a Chartered Financial Planner, he is also a Fellow of the Personal Finance Society. Greg studied Economics at Lancaster University and is a Chartered Member of the Chartered Institute for Securities and Investments.

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 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 joined the Saunderson House graduate trainee program in 2015, after graduating from Lancaster University with a first class degree in Biomedicine. He achieved Chartered status in 2020, and is now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. James’ clients include entrepreneurs, current and former Partners of the Big 4 accountancy firms and the Magic Circle law firms.  James enjoys working closely with his clients, helping them to achieve financial independence, with strategic and investment planning advice. In his spare time, James enjoys gardening, walking his retired racing greyhound, and renovating his cottage.