Last Updated: July 22, 2025

Gary joined Rathbones in 2021 and is responsible for managing bespoke investment portfolios for individuals, trusts and companies. After graduating from University in 2004, Gary has amassed a wealth of practical experience through roles at Nomura and Brewin Dolphin. He has a first-class honours degree in financial services and a masters in wealth management. He is also a fellow of the Chartered Institute for Securities and Investment.

Last Updated: March 2, 2026

James joined Rathbones in 2023 as Head of Investments, Charities, following his previous role as Co-Head of Investments at CCLA Investment Management, where he was responsible for the management of their multi-asset and global equity funds.
James has a BA in History from Leicester University, is a Chartered Fellow of the CISI (FCSI) and holds a Certificate in Business Accounting.

Last Updated: October 1, 2025

Alfie is the Business Development Director at Rathbones for the East of England, supporting financial advisers with discretionary investment solutions and client-focused portfolio services.
Prior to joining Rathbones in 2016, Alfie spent 4 years at BGC Group as an interdealer bond broker specialising in UK government and corporate bonds and 1 year as a Business Development Executive at Franklin Templeton. Alfie holds the Investment Management Certificate (Level 4) and a BA (Hons) Politics degree from the University of Leeds.

Last Updated: March 2, 2026

David is an investment director working alongside James Blosse-Lynch, managing investment portfolios for private clients, pensions and trusts. He is a Chartered Financial Analyst (CFA) and holds the Investment Management Certificate (IMC). Prior to joining Rathbones, David worked at Schroders for six years in the multi-asset investment team. Before moving into financial services David was in the British Army, serving in The Royal Regiment of Scotland.

Last Updated: September 30, 2025

Kirstie joined Rathbones in February 2013 to assist in establishing the Newcastle office. Previously she spent over 25 years working for Lloyds Private Banking and Lloyds TSB Independent Financial Advisers. Kirstie is part of the specialist personal injury and Court of Protection team at Rathbones and has advised deputies and trustees in this area for over a decade.

Last Updated: July 22, 2025

I am a Chartered Wealth Manager with experience in specialist Investment Management. In my role as a Wealth Planner, I aim to assist clients in meeting their financial goals at all stages in their life through the development of a detailed financial plan. The financial plan may include protection planning, retirement planning and estate planning. Using guidance from Investec's in-house research team, the underlying investment portfolios are bespoke in nature, each tailored to target specific objectives.

Last Updated: March 2, 2026

I specialise in managing discretionary investment portfolios for a range of clients including independent financial advisers, private individuals, investment bonds, pension funds and trusts. My day-to-day role involves constructing, managing and regularly reviewing client portfolios to ensure that they maximise my client's chosen objectives and meet their attitude to risk. I work closely with our research department to select appropriate investments from thoroughly researched ideas in conjunction with my own knowledge, style and investment philosophy.

Last Updated: August 14, 2025

I have spent my entire career advising wealthy families from a variety of backgrounds on their investments and their wider financial affairs. With qualifications in both investment management and financial advice, I work closely with my experienced team to ensure that our clients enjoy ongoing financial success and security.

Last Updated: July 22, 2025

David is an Investment Director and manages the investments of Private Clients, Corporates and Charities. David also has expertise working with multi-generational family businesses, managing all their investment needs and helping them to both grow and preserve their wealth. He began his career in financial services in 1997 with Greig Middleton who became Gerrard and eventually Barclays Wealth. David joined RBC Brewin Dolphin in 2010 before moving to Rathbones in 2023.

Last Updated: July 22, 2025

James was one of the founding members of the Rathbones Newcastle office when it opened in 2013. Prior to that he was a Director at UBS Wealth Management. He has 28 years investment industry experience and specialises in the management of charities, pension funds and trust portfolios.
James holds a master’s degree from University of Northumbria, the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI.

Last Updated: July 22, 2025

I manage private client and corporate portfolios for both domestic and international clients.

Last Updated: March 2, 2026

Matt has been with Saunderson House since 2005, having graduated from Exeter University. He is a Chartered Financial Planner.