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.

Complete the enquiry form

New client enquiry number

Prefer to pick up the phone? You can also call our New Enquires Team directly at 0330 390 9191

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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Carol Xi

Carol Xi

Senior tax manager

Carolyn Hewitt

Carolyn Hewitt

Senior Investment Analyst

Cassia Evans

Cassia Evans

Wealth Administrator

Cath Byrne

Cath Byrne

Paraplanner

Catherine Taylor

Catherine Taylor

Chief operating officer, Rathbones Investment Management International

Catriona Livingstone

Catriona Livingstone

Investment Director

Charles Morgan

Charles Morgan

Investment director

Charles Newsome

Charles Newsome

Divisional Director

Charles Palin

Charles Palin

Investment Director

Charles Sargent

Charles Sargent

Investment director

Charles Wilcox

Charles Wilcox

Investment director

Charles Williams

Charles Williams

Investment Director

See what our clients think about our people