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How to know when you’re ready to retire
Last Updated: May 12, 2026
In retirement, as in comedy, timing is everything. Choosing the right time to retire is a major life decision and can make all the difference to how much you enjoy it.
Tax planning: Making each pound work harder
Last Updated: May 12, 2026
The UK tax system continues to evolve, and many people are feeling the impact. In our recent webinar, Myron Jobson spoke with Olly Cheng about the key changes shaping personal finances today, and how early, thoughtful planning can help you stay in control.
Graham Wells
Last Updated: May 12, 2026
Graham is an investment director with Rathbones and has worked in the industry for over 25 years. He is a member of the Chartered Securities Institute.Graham's qualifications combine both business studies and investment management, giving him a unique insight into investment opportunities. He concentrates exclusively on private client portfolios and has many longstanding happy clients, a number of whom are second generation. He is always keen to talk to potential new clients.
Tom Freedman
Last Updated: May 12, 2026
Tom manages investment portfolios and provides wealth management services on behalf of private individuals, IFAs, trusts, personal pensions and small charities.
He has a particular focus within the Bristol office for Entrepreneurs and Business Owners, leading on the co-ordination of activities to support this sector in the region and for developing relationships within the professional adviser community working in this eco-system.
Global Emerging Markets | Fund Selector Masterclass
Last Updated: May 11, 2026
Watch Tim Love, Head of Global Emerging Markets, and co‑panellists explore how emerging markets have moved centre stage – debating geopolitics, currency shifts, AI’s quiet revolution and why outdated valuation narratives versus developed markets no longer hold.
Weekly Digest: What's love got to do with it?
Last Updated: May 13, 2026
Markets remain resilient despite geopolitical and political uncertainty, with oil prices, strong corporate earnings, and AI optimism supporting momentum. However, investor behaviour and rising UK political instability could influence sentiment and keep risks firmly in focus.
Gen Z could lose £69,900 in state pension as retirement costs soar
Last Updated: May 13, 2026
Gen Z could lose £69,900 in state pension as retirement age rises to 68, meaning younger savers must build far bigger pots to retire comfortably.
Wealth Management for Individuals and Families
Last Updated: May 13, 2026
Bespoke wealth, investment and planning services for individuals and families - tailored strategies to grow, manage and preserve your wealth over time.
King’s Speech: signals for personal finances risk being overtaken by politics
Last Updated: May 13, 2026
King’s Speech offers signals on housing, energy and living costs, but political turmoil clouds delivery.
Chris Coomber
Last Updated: May 13, 2026
Chris has been helping clients for almost two decades, with a particular specialism in partners at PwC and other accountancy and law practices, as well as barristers and other city professionals. Chris has a Masters Degree in Economics from the University of Cambridge, is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Saunderson House (SHL) in 2007 and is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021.
Will Roberts
Last Updated: May 12, 2026
Will graduated from the University of Bristol with a BSc in Economics and Politics. He started his career at BWD Rensburg in Liverpool in 2000 until he left to join UBS in London six years later. After three years in the capital, he returned to Liverpool with Charles Stanley before joining Rathbones.
He is a Fellow of the CISI which gives him FCSI status and he is also a Chartered Wealth Manager. Over his career, he has managed the investments of private clients, trusts and charities within a variety of investment wrappers.
How ‘boring’ UK shares and bonds could make you a millionaire
Last Updated: May 14, 2026
Fund managers highlight how investing in 'boring,' reliable businesses—those providing essential, regulated, and everyday products—can deliver impressive long-term returns - some far outperforming more 'exciting' but unpredictable market trends.