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Dan Haustead

Last Updated: May 13, 2026

I specialise in working with a wide range of clients including private clients, client of intermediaries and charities to provide a bespoke discretionary portfolio management service. I aim to provide a high quality level of service to our clients and their advisors and ensure that each portfolio is tailored to the individual specific needs of the client, alongside meeting the client's long term objectives. I have an interest in socially responsible investments and I am a Charity Team Representative for the Investec Bristol Office.
Our People

Kindar Brown

Last Updated: May 15, 2026

Kindar joined Rathbones in 2019 with over 20 years’ experience.
Kindar is one of a relatively small number of advisers in the UK to hold both the Chartered Financial Planner designation from the Personal Finance Society and the internationally recognised Certified Financial Planner Certification from the Chartered Institute for Securities and Investment. She is also a qualified financial neutral through Consensus Collaboration Scotland which allows her to act in collaborative divorce cases.
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Rachel Gaffney

Last Updated: May 15, 2026

Rachel joined the Investec Liverpool office in 2019 after studying Business Economics at the University of Liverpool, where she achieved a First-Class Honours Degree. Rachel works with private clients and their families to help establish and achieve their financial goals across every stage of their lives. This may include accumulating for the future, retirement planning, protection planning and inheritance tax planning. She enjoys working with multiple generations of families to help all stages achieve their personal objectives.
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Simon Dewar

Last Updated: May 14, 2026

Simon is a Senior Investment Director, responsible for delivering a bespoke portfolio management service for his clients and their advisers across the UK. A Chartered Fellow of the Chartered Institute for Securities & Investments, with over two decades of experience in wealth management, Simon works closely with individuals, families, trusts, and their advisers to help them achieve their financial goals, protect and grow their wealth, and gain confidence in their financial decisions.