Last Updated: July 22, 2025

As a Senior Investment Administrator, I provide support to our team of investment managers who focus on managing investment portfolios for private clients, charities, pensions and trusts. I deal with all aspects of administration and enjoy liaising directly with both clients and financial advisers on a daily basis, to provide a high level of service.

Last Updated: March 2, 2026

Joe is an investment director in our Liverpool office and a Chartered Fellow of the Chartered Institute of Securities and Investments with 20 years' financial industry experience. Joe attained his CISI Diploma in 2011 and works closely in a team with investment director - Brian Kenny, managing private client, trust and charity assets valued in excess of £200m.

Last Updated: March 2, 2026

David began his career in 1996 as an assistant investment manager at Fleming Private Asset Management prior to a takeover by JPMorgan. He moved to Rathbones in March 2001 before teaming up with Randolph Churchill in February 2003 as an investment manager.
David graduated with a 2.1 in Business Studies from the Business School at Kingston University in 1995. He then completed the Investment Advice Certificate and subsequently the Securities Institute Diploma in 2001 and is a Fellow of the Chartered Institute for Securities and Investment.

Last Updated: March 2, 2026

I joined Saunderson House in 2009 after graduating from Manchester Metropolitan University with a first-class Honours degree in Financial Services. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, having become authorised to provide regulated advice in 2012. I became part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. I am passionate about providing expert financial advice with unrivalled levels of service and transparency.

Last Updated: March 2, 2026

Myles is a financial planner based in the North West and has been with Rathbones since 2018. He is a graduate of the University of Liverpool, with a first class honours degree in International Business. He provides bespoke financial planning advice to individuals at various stages in their life, focusing on tax-efficient investments, retirement and estate planning. Myles also prepares detailed long-term cashflow forecasts to help his clients understand how their wealth can shape their future and enjoys providing the reassurance that people can achieve their goals.

Last Updated: January 7, 2026

Justin is an investment director and has a broad range of investment mandates including those for private clients, SIPPs, trusts, and local charities. Justin is a Chartered Fellow of the Chartered Institute for Securities and Investment, an Associate of the Chartered Institute of Bankers in Scotland and holds the Private Client Investment Advice and Management (PCIAM) which is a CISI Level 6 qualification.

Last Updated: March 2, 2026

Sarah joined Rathbones in July 2015 having previously worked for Quilter Cheviot as an investment administrator. She started her administrative career in 2004 in various industries and has over a decade of investment admin experience.
Sarah lives in Kent with her partner and young daughter. In her spare time she is a keen photographer having studied photography and art in Leicester.

Last Updated: March 2, 2026

Andrea joined Rathbones in April 2015 as an investment manager and specialises in the management of charities and private clients as well as looking after pension and trust portfolios.
Andrea started her career with Brewin Dolphin in April 2004 and has achieved her Diploma in Investment Compliance and her Private Client Investment Advice and Management qualification. She is also a Chartered Fellow of the Chartered Institute for Securities and Investments (FCSI).

Last Updated: August 4, 2025

I provide advice and investment management for high net worth families, small businesses and trusts, with specific focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with business owners or other equity holders, on the personal wealth implications of selling a business. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions working towards pre-agreed long term goals.

Last Updated: September 18, 2025

As Office Support Lead, I lead the Investment Administration and Secretarial team. My role is to support the Investment Managers to enable them to provide a smooth client journey. I am also involved in the roll out of new processes to ensure we deliver our work efficiently.

Last Updated: August 4, 2025

I offer a broad and holistic advice led service to my clients. As an Investment Manager, I have many years' experience managing investment portfolios. Over and above that, I am a client's first port of call with regard to any financial question or query they may have. I work closely with my colleagues to offer a comprehensive service covering all financial planning and investment management services for clients and their families.

Last Updated: January 26, 2026

Alex joined Rathbones as an investment director in 2002 and manages a large portfolio of high net worth private clients, their SIPPs and associated trusts. He started his investment career in London over 30 years ago at Henderson Administration where he trained. He subsequently helped establish the private client fund management department within Murray Johnstone before moving to Premier Asset Management.
Alex is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investments.