Our people

Our people are at the heart of the service we deliver. Highly skilled and professional, they can help you plan and invest for your long-term success, whether you are individual, an intermediary, a charity or a trust.

New client enquiry form

If you are not working with one of our advisors yet, our New Enquiries Team can help you learn more about us and put you in touch with the right person.

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New client enquiry number

Prefer to pick up the phone? You can also call our New Enquires Team directly at 0207 399 0000

Other enquiries

Whether you have a question about our services, or want to get in touch with someone specific, we can help.

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Tara Young

Tara Young

Investment Administrator

Investment Administrator

Bournemouth

I joined the Bournemouth office in July 2018 as an Investment Administrator. I work within a team that manage discretionary portfolios for a range of clients including private clients, pension schemes, trusts and charities and IFA clients.

I joined the Bournemouth office in July 2018 as an Investment Administrator. I work within a team that manage discretionary portfolios for a range of clients including private clients, pension schemes, trusts and charities and IFA clients.
Tara Young
Richard Morgan

Richard Morgan

Client Service Executive

Client Service Executive

Cheltenham

Richard is a Client Service Executive at Rathbones, responsible for delivering exceptional support to private clients, financial advisers, and third-party intermediaries. With a strong focus on client experience, Richard helps play a key role in ensuring the smooth onboarding, administration, and ongoing servicing of investment portfolios.

With over 20 years in the Financial Services industry having worked for the likes of Brewin Dolphin and Investec Wealth & Investment, Richard has developed a deep understanding of client needs and operational processes, working closely with Investment Managers to maintain high service standards. He prides himself on being responsive, detail-oriented, and committed to building long-term client relationships.

Richard is a Client Service Executive at Rathbones, responsible for delivering exceptional support to private clients, financial advisers, and third-party intermediaries. With a strong focus on client experience, Richard helps play a key role in ensuring the smooth onboarding, administration, and ongoing servicing of investment portfolios. With over 20 years in the Financial Services industry having worked for the likes of Brewin Dolphin and Investec Wealth & Investment, Richard has developed a deep understanding of client needs and operational processes, working closely with Investment Managers to maintain high service standards. He prides himself on being responsive, detail-oriented, and committed to building long-term client relationships.
Richard Morgan
Kate Goodson

Kate Goodson

Investment Administrator

Investment Administrator

Bournemouth

I work within a team managing discretionary portfolios for a range of clients including private clients, IFA clients, pension schemes, trusts and charities. I am here to help clients with any administration queries should they need my assistance and to provide a point of contact within the team.

I work within a team managing discretionary portfolios for a range of clients including private clients, IFA clients, pension schemes, trusts and charities. I am here to help clients with any administration queries should they need my assistance and to provide a point of contact within the team.
Kate Goodson
Kyle Carr

Kyle Carr

Investment Administrator

Investment Administrator

Bournemouth

Kyle joined the Bournemouth office in 2022 as an Investment Administration Apprentice, as Bournemouth's first apprentice. After a year and a half, he had passed his qualification with Multiverse and became a full time Investment Administrator in the Bournemouth office. Kyle is now studying towards his Investment Advice Diploma.

Kyle joined the Bournemouth office in 2022 as an Investment Administration Apprentice, as Bournemouth's first apprentice. After a year and a half, he had passed his qualification with Multiverse and became a full time Investment Administrator in the Bournemouth office. Kyle is now studying towards his Investment Advice Diploma.
Kyle Carr
Kerry Mustchin

Kerry Mustchin

Investment Administrator

Investment Administrator

Guildford

Kerry has worked for the company since 2011 initially in the Reigate office, but since its closure is now located at the Guildford office. Previous roles include Royal Sun Alliance since school leaver age, followed by the NHS Litigation Authority for the majority of her working career in secretarial and administrative roles.

Kerry has worked for the company since 2011 initially in the Reigate office, but since its closure is now located at the Guildford office. Previous roles include Royal Sun Alliance since school leaver age, followed by the NHS Litigation Authority for the majority of her working career in secretarial and administrative roles.
Kerry Mustchin
Cameron Band

Cameron Band

Client Services Executive

Client Services Executive

Bristol

Cameron joined Greenbank in May 2023, following a year of working at Rathbones as an Administrative Assistant.

Before entering the world of investments, Cameron worked in the legal industry, specialising in Wills and Probate. He now looks forward to expanding his knowledge and has recently signed up to the CISI level 3 Investment Operations Certificate.

Cameron joined Greenbank in May 2023, following a year of working at Rathbones as an Administrative Assistant. Before entering the world of investments, Cameron worked in the legal industry, specialising in Wills and Probate. He now looks forward to expanding his knowledge and has recently signed up to the CISI level 3 Investment Operations Certificate.
Cameron Band
Beth Fishlock

Beth Fishlock

Senior Client Service Executive

Senior Client Service Executive

Bristol

Beth joined Rathbones in 2016 as an Administration Assistant, she was promoted to a CSE in 2018 and became a Senior CSE in 2023. She works closely with a team of three CSEs to support a desk of four Investment Directors and Managers in the Bristol office.

Beth has worked in the financial services industry for over 12 years having started her career at Rowan Dartington as well as working as a Personal Assistant.

Beth lives in North Somerset with her husband and daughter. She enjoys reading, walking, yoga and playing with her family in the garden.

Beth joined Rathbones in 2016 as an Administration Assistant, she was promoted to a CSE in 2018 and became a Senior CSE in 2023. She works closely with a team of three CSEs to support a desk of four Investment Directors and Managers in the Bristol office. Beth has worked in the financial services industry for over 12 years having started her career at Rowan Dartington as well as working as a Personal Assistant. Beth lives in North Somerset with her husband and daughter. She enjoys reading, walking, yoga and playing with her family in the garden.
Beth Fishlock
Dean Pitt

Dean Pitt

Financial Planner

Financial Planner

Bristol

Dean is a financial planner based in Bristol, with over 10 years’ experience in the industry and has been with Rathbones since 2021. Dean provides holistic financial planning advice to individuals, families, trusts and business owners, assisting them in planning for and achieving their financial goals.

Dean is experienced in all aspects of financial planning, including investment structuring and tax efficiency, retirement planning and income strategy, in addition to protection, estate, and inheritance tax planning.

Outside of work, Dean embraces an active and healthy lifestyle, enjoying everything from cycling the surrounding Bristol countryside in the summer, to skiing in the Alps over the winter. Dean loves to be outdoors, to travel and explore new destinations, along with attending gigs of his favourite artists.

Dean is a financial planner based in Bristol, with over 10 years’ experience in the industry and has been with Rathbones since 2021. Dean provides holistic financial planning advice to individuals, families, trusts and business owners, assisting them in planning for and achieving their financial goals. Dean is experienced in all aspects of financial planning, including investment structuring and tax efficiency, retirement planning and income strategy, in addition to protection, estate, and inheritance tax planning. Outside of work, Dean embraces an active and healthy lifestyle, enjoying everything from cycling the surrounding Bristol countryside in the summer, to skiing in the Alps over the winter. Dean loves to be outdoors, to travel and explore new destinations, along with attending gigs of his favourite artists.
Dean Pitt
Angela Greaux

Angela Greaux

Secretary

Secretary

Birmingham

Angela is primarily responsible for all Front of House duties including hospitality and dealing with switchboard calls. She also assists with co-ordinating meetings and events, supporting Investment Managers and general office duties. She joined Rathbones in 2011 having previously worked at Barclays Wealth (formerly called Gerrard Investment Management) as a secretary for 10 years. Angela has over 25 years secretarial and administration experience.

Angela is primarily responsible for all Front of House duties including hospitality and dealing with switchboard calls. She also assists with co-ordinating meetings and events, supporting Investment Managers and general office duties. She joined Rathbones in 2011 having previously worked at Barclays Wealth (formerly called Gerrard Investment Management) as a secretary for 10 years. Angela has over 25 years secretarial and administration experience.
Angela Greaux
Freddie Blunden

Freddie Blunden

Investment manager

Investment manager

Chichester

Freddie started his career in financial services at the beginning of 2018 when he joined Rathbones. In his role as an investment manager, he manages client portfolios on behalf of private clients, trusts and pension funds. Freddie particularly enjoys building relationships with his clients, understanding their circumstances and goals to provide an excellent service. Freddie graduated from Queen Mary, University of London with a 2:1 in Mathematics. He is a Chartered Member of the Chartered Institute for Securities and Investment, having passed the Chartered Wealth Manager qualification.

Freddie started his career in financial services at the beginning of 2018 when he joined Rathbones. In his role as an investment manager, he manages client portfolios on behalf of private clients, trusts and pension funds. Freddie particularly enjoys building relationships with his clients, understanding their circumstances and goals to provide an excellent service. Freddie graduated from Queen Mary, University of London with a 2:1 in Mathematics. He is a Chartered Member of the Chartered Institute for Securities and Investment, having passed the Chartered Wealth Manager qualification.
Freddie Blunden
Benny Smallwood

Benny Smallwood

Trainee Investment Manager

Trainee Investment Manager

Guildford

Benny joined Rathbones in February 2025 after graduating from the University of Exeter with a first-class degree in Economics and Business. He now supports investment managers with investment decisions, discretionary portfolio management, and client relations.

Benny is currently working towards his Investment Advice Diploma and has a passion for golf and cricket amongst other sports.

Benny joined Rathbones in February 2025 after graduating from the University of Exeter with a first-class degree in Economics and Business. He now supports investment managers with investment decisions, discretionary portfolio management, and client relations. Benny is currently working towards his Investment Advice Diploma and has a passion for golf and cricket amongst other sports.
Benny Smallwood
Robert Chapman

Robert Chapman

Investment Administrator

Investment Administrator

Birmingham

Robert has over 25 years’ experience in the finance industry and supports our Investment Managers in all aspects of the business, including client administration. He is an associate member of the Chartered Institute for Securities and Investment and joined Rathbones in 2011.

Robert has over 25 years’ experience in the finance industry and supports our Investment Managers in all aspects of the business, including client administration. He is an associate member of the Chartered Institute for Securities and Investment and joined Rathbones in 2011.
Robert Chapman