Last Updated: July 22, 2025

I manage investments for a wide variety of individual clients.

Last Updated: August 1, 2025

I provide bespoke holistic financial planning advice to individuals, families, business owners and trustees by working closely alongside my colleagues and trusted connections.

Last Updated: August 6, 2025

I work alongside Adam Brewer in managing the portfolios and relationships of a wide
range of clients including: High Net Worth Individuals, Pensions, Bonds, Charities, and Corporate Accounts, the majority of whom came via referral from Financial Advisers.

Last Updated: September 30, 2025

I work closely with two senior investment directors, helping to manage a significant and expanding asset base. I liaise closely with both professional intermediaries and individual clients and now manage my own expanding client bank at Investec Wealth & Investment.

Last Updated: February 4, 2026

My focus is to help my clients identify and achieve their financial objectives. This consists of working with the client to ascertain what their financial goals are and creating an investment strategy that can meet those goals, whether it be providing an income in retirement, concentrating on capital growth for later in life, or anything in-between. I specialise in investment management, working with Rathbones' comprehensive research team in London and utilising the company's history and experience to construct, maintain and adapt client's investment portfolios.

Last Updated: August 4, 2025

I manage multi-asset family, pension, trust, offshore and charity investment portfolios. I work closely with my clients and their advisers to deliver a bespoke investment management service for their portfolios.

Last Updated: November 26, 2025

As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients achieve their goals and objectives. By understanding the client's needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.

Last Updated: July 22, 2025

I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.

Last Updated: February 23, 2026

Based in the Leeds Office, David joined Rathbones in 2024 in the Investment Team. He has over 21 years of industry experience, having most recently worked as an Investment Director at Brown Shipley. He enjoys managing multi-asset portfolios for wealthy families, pension funds, trusts and companies. He prides himself on building close relationships with clients and delivering the highest quality of service.

Last Updated: July 22, 2025

My aim is build long term, trusting relationships with clients, based on sensible advice, good service and investment performance. Building a personal relationship assists greatly with managing bespoke portfolios, reflecting the needs and values of the individual. I look after international clients and UK residents alike, as well as trusts and investment holding companies. The global nature of our portfolios gives access to greater diversification and a wide range of individual investment opportunities.

Last Updated: July 22, 2025

I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore, trust and charity investment portfolios.

Last Updated: August 6, 2025

I specialise in providing private clients with full holistic and bespoke financial planning advice. I focus on your personal tax planning, estate planning and the pre- and post-retirement stages of retirement planning.