Last Updated: February 13, 2026

I provide support to an experienced team of investment managers who focus on managing investment portfolios for private individuals, trusts, charities and pensions.

Last Updated: January 19, 2026

Tim is a Senior Investment Director based in the Liverpool Office.
He started his investment career in 1994 initially with Neilson Cobbold which was acquired by Rathbones in 1996. Prior to this Tim was commissioned from Sandhurst into the 9th/12th Royal Lancers where he served for 8 years.

Last Updated: January 20, 2026

Lee has over 15 years finance industry experience, with the last 12 years gained in investment management including managing trust, private client and institutional portfolios, with particular expertise in macroeconomics and bonds. At Rathbones Lee sits on the group Fixed Interest Committee. Lee is a graduate of St. Andrews University with an MA (Hons) in Management and Economics; he also has an MBA from Edinburgh University. Lee is an Adjunct Professor at the Jersey International Business School and is a Chartered Fellow of the CISI.

Last Updated: July 22, 2025

Neil previously worked for UBS Investment Bank in the USA prior to joining their Wealth Management office in Newcastle as an investment assistant in 2008.
He graduated from Northumbria University with a degree in Economics and is a member of the Chartered Institute of Securities and Investment (CISI), holding the CISI Masters in Wealth Management qualification.
Neil is part of the team that specialises in the management of private clients, charities, trusts and pension funds.

Last Updated: July 22, 2025

Jessica qualified as a solicitor in 2015, having trained with Wedlake Bell LLP, and joined Rathbones in 2022.
Jessica’s practice covers all aspects of residential conveyancing, acting for UK and overseas individuals, estates, companies and trusts, advising on: disposals and acquisitions of freehold and leasehold properties; new-build purchases; voluntary and compulsory first registrations of title; general landlord and tenant issues, and other associated matters.
In addition to residential property work, Jessica also deals with the administration of estates.

Last Updated: January 7, 2026

Paul started his career as a branch manager with Waters Lunnis stockbrokers. Prior to joining Rathbones he worked at Vartan Ravenscroft as an investment manager for 14 years. Paul managed accounts on both an advisory and discretionary basis ranging from private clients, SIPPs, ISAs, trusts, companies and charities.
Paul is a Chartered Fellow of the Institute for Securities & Investment and passed the Private Client Investment Advice and Management paper in 2012.

Last Updated: July 22, 2025

Our team as a whole predominantly manages private clients, taxable portfolios and ISAS, JISAS, SIPPs, family trusts, small charities and some corporate accounts. In addition, we have well-established relationships with accountants and solicitors. We have a significant wealth of experience in the team with the average length of service in the wealth industry of around three decades. We offer clients a bespoke and personal service managing clients on a discretionary basis, which we have done successfully for many years.

Last Updated: August 4, 2025

I am a qualified Investment Director working closely with the senior investment directors on my team, assisting them to provide a personable and bespoke investment management service to Private Clients, Trusts, Corporates and Charities.

Last Updated: February 25, 2026

I manage portfolios on behalf of private individuals, trusts, charities and pension funds, and specialise in helping my clients to make the right investment decisions, working closely with them to understand their financial goals and tailoring investment solutions to their individual circumstances and tolerance for risk.

Last Updated: July 22, 2025

As a Senior Investment Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a bespoke investment portfolio that suits their present and future needs. I aim to establish long term relationships by providing suitable investment advice for clients, intermediaries and trustees alike. This is achieved by ensuring flexibility and implementing the correct strategy through the portfolios together with regular contact my clients.

Last Updated: September 30, 2025

I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future.

Last Updated: August 4, 2025

I manage discretionary investment portfolios for a broad range of clients, including pensions, trusts and charities. I also work with advisers to build portfolios that meet their clients' objectives.