Last Updated: July 22, 2025

I am a Chartered Financial Planner at Rathbones, providing holistic financial planning and investment advice to clients and their families. This involves providing a pro-active personalised service to first understand our client’s life goals and motivations, then building a tailored financial plan to achieve. I aim to provide peace of mind for our client’s financial futures and my focus is on building long-term relationships that can help our clients navigate their way through various challenges including:

Last Updated: August 4, 2025

I am an Senior Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.

Last Updated: September 5, 2025

I joined Investec Wealth & Investment in June 2022 (now Rathbones) and I specialise in helping private clients build comprehensive, tailored financial plans designed to achieve their medium to long-term goals in key areas such as investment strategy, retirement planning and income, tax efficiency, personal insurance, and inheritance planning.
I began my career in the Oil & Gas industry, managing Supply and Distribution, before transitioning to Financial Services over 16 years ago.

Last Updated: January 7, 2026

Matthew joined Rathbones in 2021 to spearhead the client development activities across the South and South West of England. He has responsibility for delivering the wide range of Rathbones services to our clients and is leading the development and management of intermediary relationships across the region.

Last Updated: January 23, 2026

Nicola is a Client Service Executive for James Mayes and James Campbell-Grey, having worked at Rathbones for five years, and has responsibility in her cloud for coordinating marketing events. She is also a mental health first aider and a member of the company’s Diversity Committee. She previously managed a team in the research distribution department at Barclays Capital and worked in marketing at several institutional asset managers, including Deutsche Morgan Grenfell. She studied Italian and Classical History at Leeds University, and is fluent in Italian.

Last Updated: July 30, 2025

I provide administration assistance to the team and Investment Managers. We look after private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers to provide an efficient service.

Last Updated: January 20, 2026

Tim is a Senior Investment Director at Rathbones Investment Management International Ltd (RIMI), having joined the company in 2007, and manages a range of private client, trust and charity portfolios. He is a Chartered Member of the Chartered Institute for Securities and Investment and holds the Investment Advice Certificate, the Certificate in Investment Management and the CFA Certificate in ESG Investing. Tim sits on the Jersey Executive Committee and has responsibility for RIMI’s Environmental, Social, and Governance (ESG) considerations.

Last Updated: July 22, 2025

I am a Portfolio Manager and work alongside our Glasgow Investment Directors. I help with the management and day to day running of client's investments.

Last Updated: February 13, 2026

Ross began his career in wealth management at Singer & Friedlander in 2008. He then spent almost six years with Jupiter Asset Management, before joining Rathbones in September 2014.
He graduated from Cambridge University with a master's degree in Natural Sciences in 2001 and now helps clients achieve financial comfort through disciplined investment management.
He is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment.

Last Updated: July 22, 2025

Cheryl joined Rathbones in 2023, having previously been Deputy Secretarial Co-Ordinator in the Private Client team at Wedlake Bell LLP.Cheryl has many years’ experience of working in London law firms, mostly in Private Client, and at a paralegal level, drafting Lasting Powers of Attorney and client correspondence.Cheryl is an enthusiastic singer with London Show Choir, and has a particular interest in animal welfare.

Last Updated: January 21, 2026

For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.

Last Updated: July 22, 2025

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec's extensive and well-resourced research team, I put together bespoke portfolios which are tailored according to each client's individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements.