Last Updated: August 4, 2025

I provide comprehensive and holistic Financial Planning advice to private clients, specialising in tax-efficient investing, retirement planning and estate planning strategies. It is important for me to first understand my client's long-term financial aspirations as well as their current circumstances. Once this has been established, I will then construct a bespoke financial plan that is designed to help them achieve their financial objectives.

Last Updated: January 23, 2026

Jodie works within the Strategic Partnership Team and specialises in delivering tailored investment solutions for high-net-worth individuals and their families, working closely with Investec Bank to provide clients with a holistic wealth management service.
Jodie joined Rathbones in 2020 and specialises in working with investment bankers, lawyers, private equity and fund professionals. With over 10 years’ experience in the industry, she began her career at RBS, working on the Institutional FX and Rates Sales desk.

Last Updated: March 2, 2026

Christopher is a solicitor specialising in agricultural and residential property. He is also a qualified Chartered Surveyor and has extensive practical experience of the sale, purchase and management issues arising out of the ownership of residential property and landed estates for both private and institutional landowners. Prior to joining Rathbones, Christopher was a partner in Thrings solicitors and at Lee & Pembertons.

Last Updated: March 2, 2026

Tim is an investment director with 27 years’ experience of managing private client investment portfolios. He joined Rathbones in August 2000 having previously worked at Kleinwort Benson Private Wealth Management where he also had responsibility for researching the pharmaceuticals and telecoms sectors.

Last Updated: March 2, 2026

Susie is an investment manager specialising in the management of private client, SIPP, trust and charity portfolios. She joined Rathbones in 2014 and worked in our Lymington office until 2020. Susie is a Chartered Member of the Chartered Institute for Securities and Investment. She graduated from Imperial College London with a 2:1 BSc (Hons) in Biology.

Last Updated: March 2, 2026

Alastair is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment. He has a law degree from The University of Dundee as well as an MBA from the University of Strathclyde Graduate School of Business.

He joined James Finlay Investment Management in 1987 where he worked as an investment manager until the company was acquired by Brewin Dolphin in 1996 where he served as a divisional director until joining Rathbones in 2015.

Last Updated: November 24, 2025

Drawing on over 20 years’ experience, I provide advice to high-net-worth individuals and their families on their investments and achieving their financial goals.
My role is to free those I work with from the burden of making complex personal and financial decisions on their own and without assistance, connecting people where it is appropriate and where those networks can create positive value.

Last Updated: July 22, 2025

I specialise in managing bespoke discretionary private client portfolios, with a focus on adding value through rigorous active management. I enjoy meeting clients directly to learn their personal requirements, and implementing a strategy tailored to meeting these over the medium to longer-term. I enjoy building a relationship with clients, many of whom I have worked with for over fifteen years.

Last Updated: March 2, 2026

Tim joined Rathbones in March 2006 and manages discretionary portfolios for private clients, pension funds, trusts and charities. He is also a member of the Investment Executive Committee and chairman of the Diversifiers Committee.

Last Updated: July 22, 2025

Charles joined Rathbones in 2024 as an Investment Director having worked in the Financial Services industry for 30 years. He is a Chartered member of the Chartered Institute of Securities and Investments (CISI).

Last Updated: March 2, 2026

Phil is an investment director, who manages a variety of investment portfolios. After graduating from Southampton University with an honours degree in Sports Science, Phil joined HSBC later that year. Phil spent 14 years working in the Private Client department of HSBC Global Asset Management managing portfolios for private clients, personal pension funds, trusts and charities. He is a Chartered Member of the Institute for Securities and Investment.

Last Updated: July 22, 2025

James is an Investment Manager at Rathbones, working alongside Elliot Bancroft and Olivia Marlow in the running of their client portfolios. Prior to joining Rathbones in 2021, James spent three years as an analyst for the multi-family office Artorius Wealth, working with ultra-high-net-worth individuals and families.