Filters
Dianne Jackson
Last Updated: July 17, 2025
Dianne joined Rathbones as office manager in November 2014 having worked at Barclays Wealth & Investment Management (formerly Gerrard Investment Management) for 14 years where she was an assistant vice president managing the office and the private banking executives.
Prior to that, Dianne worked at Armstrong Watson Accountants in Carlisle for over 10 years as office administration manager in the Investment Management division before moving to the North-East in 1998.
Jonathan Sorrell
Last Updated: February 10, 2026
Appointed: 18/8/2025
Experience, skills and contributions
Jonathan joined Rathbones in July 2025, and was appointed Group Chief Executive Officer in August 2025.
Paul Connolly
Last Updated: October 8, 2025
Paul has 20 years of experience in the financial services industry and has achieved Chartered status. Paul is passionate about helping clients meet their financial planning goals as tax efficiently as possible and specialises in retirement and estate planning. Outside of his professional life, Paul enjoys spending time with his family, taking long walks with his Cocker Spaniel, Mona, running, swimming and trips away whenever possible.
Niall McMonagle
Last Updated: July 17, 2025
Niall graduated from Heriot Watt University, Edinburgh with an MA in Finance & Business Law in 2015, before relocating to London to begin his career in Financial Services. Returning to Belfast in 2017, Niall completed his Diploma in Regulated Financial Planning via the CII in 2019 and is currently working towards Chartered Financial Planner status via the CISI.
Investment Insights Q2 2025 Europe's Big Reset
Last Updated: July 22, 2025
Review of the week: Snap election, new policies
Last Updated: July 22, 2025
Review of the week: A seismograph for US economic tremors
Last Updated: July 22, 2025
Talking Points: Use them or lose them Tax Year 2023/24
Last Updated: July 22, 2025
Results statement - Full year to 31 December 2023
Last Updated: September 5, 2025
Financial Planning for a Change of Government 03-24
Last Updated: May 31, 2024
Greenbank select portfolio update Q3 2024
Last Updated: July 22, 2025
9339_Talking points_Tax year end_August 2024_
Last Updated: July 22, 2025