Last Updated: July 22, 2025

My primary role is to advise individuals and families on investment and tax matters. I also act for charities and sit on a number of charitable committees which gives me some insight into the issues charities face. Where appropriate, I work closely with my financial planning colleagues to ensure the best possible outcome for my clients.

Last Updated: March 2, 2026

Alex joined Saunderson House (SHL) in 2015 as part of the graduate trainee programme and is now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. He enjoys working with clients to help them determine and prioritise their financial goals and put in place a robust plan to achieve them. This covers those accumulating wealth in the earlier stages of their journey, through to retired individuals who require assistance with ensuring that they can sustain their standard of living for their lifetimes.

Last Updated: September 30, 2025

Gordon is an investment director and manages investment portfolios for a wide range of clients.
Gordon graduated from Strathclyde University with a degree in Analytical Chemistry before joining Speirs & Jeffrey in 1992. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: March 2, 2026

Henry is a business development director at Rathbones. He operates from the Liverpool office and covers the North West of England and North Wales. His responsibilities include creating opportunities for investment managers to acquire new business from trustees, both charitable and private, lawyers, accountants and private individuals. He joined Rathbones in 1994. Prior to this, he worked at what was then Wise Speke stockbrokers in Manchester.

Last Updated: January 7, 2026

Tiffany is an Investment Director specialising in the management of portfolios for individuals, charities, trusts and family office arrangements, both onshore and offshore. Looking after clients who are new to investments as well as those with industry experience, Tiffany helps clients understand and meet their investment objectives.

Last Updated: July 22, 2025

I work with clients and their advisers to construct and manage bespoke investment portfolios that are tailored to their individual needs and objectives. This includes working with private individuals, corporates, trusts and charities across a range of wealth structures. Portfolio management is a crucial element of every financial plan, and as this plan evolves over time, we manage the investment strategy accordingly. I sit within an experienced team that aims to deliver comprehensive investment expertise and an excellent client journey.

Last Updated: February 27, 2026

Nik is an investment director with 29 years’ experience in financial services, including extensive expertise working with personal injury clients.
He joined Rathbones as an investment director in 2018 and manages discretionary investment portfolios for private individuals, trusts, charities and pension funds within a longstanding team.
His work includes specialist portfolio management for clients with personal injury and clinical negligence settlements, ensuring long‑term financial security and tailored investment planning.

Last Updated: March 2, 2026

Tim is deputy business manager at Greenbank, managing a portfolio of change initiatives across Greenbank.
Tim started his career in product management with JP Morgan Chase and subsequently with KPMG’s capital markets advisory practice, where he supported clients with strategic change initiatives.
Tim holds the Investment Management Certificate from the Chartered Institute for Securities and Investment and a BSc in Business Management from the University of Southampton.

Last Updated: March 2, 2026

Dominic joined Speirs & Jeffrey in the summer of 2016 after two years as an assistant investment manager with Charles Stanley in Edinburgh. Previous to this he worked at Barclays and HSBC.
Dominic works closely with Craig Baxter and is a member of the Chartered Institute for Securities & Investment. In 2017 he achieved the highest mark for the Bond & Fixed Interest Markets exam and the Scottish CISI Diploma Award. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: March 2, 2026

Rahab is the sustainable multi-asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolio funds. She joined Rathbones in 2021, having worked previously as a junior responsible investment specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a Chartered Financial Analyst (CFA) charterholder.

Last Updated: March 2, 2026

Nick is an investment director, responsible for the management of private client portfolios and is a Fellow of the Chartered Institute for Securities and Investment. He joined Rathbones in 2001 from JPMorgan Fleming where he was a director of Fleming Private Asset Management. He became a member of the Stock Exchange in 1986 with Montagu, Loebl, Stanley.

Last Updated: July 22, 2025

Nicola joined Rathbones in 2022 as a Client Service Executive, with the responsibility of providing administrative and investment support to the team and their clients.