Last Updated: July 22, 2025

Bogdan Pop joined Greenbank in January 2023 and is a Portfolio Manager. He holds a BSc in Management with Banking and Finance from Bangor University and an MSc in Insurance and Risk Management from Bayes Business School.
Bogdan started his career on a Business Leaders Graduate Programme at AXA Wealth and went on to become an Investment Analyst at Saunderson House before joining Greenbank. He is a CFA Charterholder and has also obtained the CFA Certificate in ESG Investing and the Investment Management Certificate (IMC).

Last Updated: March 2, 2026

John graduated from the University of Southampton with a joint-honours degree in Economics and Politics and subsequently joined the financial planning industry in 2007. Since then, John has completed the Advanced Diploma in Financial Planning, becoming a Chartered Financial Planner in April 2012. John is passionate about providing excellent wealth management and financial planning advice, delivered professionally with the highest level of customer care.

Last Updated: July 22, 2025

My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. 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 for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time.

Last Updated: March 2, 2026

Rosie is an investment director at Greenbank, specialising in managing ethical and sustainable portfolios on behalf of private clients, trusts and charities. Rosie joined the Greenbank team in 2015.

Last Updated: March 2, 2026

Hannah began her career at Rathbones in 2014, carrying out various roles in Operations before moving to Investment Risk where she worked for 4 years monitoring Investment Managers and conducting project work implementing industry regulation. Hannah moved to her role as Assistant Investment Manager in March 2020.Hannah holds an honours degree in Anatomy and Human Biology from the University of Liverpool. She has completed the Investment Advice Diploma and holds the CISI Chartered Wealth Manager qualification.

Last Updated: February 13, 2026

I provide assistance to the Directors and Investment Managers of the Bournemouth office for a number of direct and Financial Adviser clients including Private Client, Trust and SIPP portfolios.

Last Updated: January 7, 2026

Neil is an investment director and has over 10 years’ experience of managing investments for a wide range of private clients, trusts and charities. Prior to joining Rathbones, Neil was an investment director at Evelyn Partners where he worked since 2011 . As well as being a member of the Scotland charity team, Neil was also a member of the direct equity committee where he helped guide the process for investing in direct equities throughout the wider company. Neil is a Chartered Fellow of the CISI and holds a 2:1 MA in History and International Relations from Aberdeen University.

Last Updated: September 1, 2025

Jamie joined Rathbones in 2025 as part of the merger with Investec Wealth & Investment (UK) as a Financial Planning Director.
Jamie provides bespoke financial advice to support clients through every stage of their financial journey – from the accumulation and management of wealth, to utilising savings in retirement, and wealth preservation for future generations.

Last Updated: August 6, 2025

My priority is to look after my clients investment needs, in mind of their overall financial circumstances and objectives, taking on the day-to-day responsibility for the management of their investments. By ensuring their attitude to risk is considered alongside the aims for the funds invested, I can help devise a suitable investment strategy tailor-made for their requirements and manage their portfolio within the agreed parameters. This can often involve working closely with a client's existing advisors.

Last Updated: July 22, 2025

My priority is to help my clients achieve their financial goals by working with them to create and implement a suitable investment strategy for their invest-able assets, which suits their current and future requirements and financial objectives. I help a variety of client types at different life stages including wealth accumulation, wealth preservation, retirement planning and inheritance planning.

Last Updated: July 22, 2025

My main focus is to help clients achieve their financial objectives by devising a solution that meets both their present and future needs. I mostly work with private individuals, trusts and independent financial advisers, specialising in constructing investment portfolios that help reach their financial goals in the most tax efficient manner. Wherever appropriate, I work closely with my financial planning colleagues to identify suitable pension and tax planning opportunities to ensure my clients receive the best possible financial advice.

Last Updated: January 20, 2026

Phil is a Senior Investment Director and formerly the deputy managing director of Rathbones Investment Management International and manages a range of private client, trust and charity portfolios. Phil is an Associate of the Chartered Institute of Bankers, a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate (IIMR).