Last Updated: March 19, 2026

Beyond the headlines, what does the Autumn Budget really mean for you and your clients?

• Autumn Budget 2025 For IFAs
• Financial Adviser Insights
• Financial Adviser Events - Webinars

Last Updated: March 19, 2026

I manage bespoke global multi-currency portfolios for clients both based in the UK and internationally. These clients range from high net worth private clients to offshore trusts, corporates and investment holding companies.

Last Updated: March 19, 2026

Scott is a Chartered Financial Planner and provides, clear, practical financial planning advice to help clients make confident decisions about their future. He holds the Advanced Diploma in Financial Planning, is a Member of the Chartered Institute for Securities & Investment and has a Law Degree from Northumbria University.

Last Updated: March 19, 2026

Learn more about the services we offer at the Winchester office, any local news, and find an adviser near you.
Address: Second Floor, Wykeham Court, Victoria Road, Winchester S023 7DU
New clients: 0330 390 9191Existing clients: 01962 857 000

Last Updated: March 18, 2026

Some companies shout about their success. Others just get on with quietly compounding year after year until suddenly they’ve climbed to the top of your portfolio. Rathbone UK Opportunities Fund Manager Alexandra Jackson explains why Halma needs a trim after seven years.

Last Updated: March 18, 2026

Join Rathbones Asset Management fund managers as they discuss how they’re navigating market challenges and finding opportunities, outline fund performance and positioning and explain how they see the world.

Last Updated: March 17, 2026

Carly joined Saunderson House (SHL) in 2019 which became part of Rathbones Financial Planning in October 2021. She is a Chartered Financial Planner and a Fellow of the Personal Finance Society, specialising in helping families and professionals achieve their goals through personalised financial planning.Carly aims to simplify the complexities of financial matters, ultimately guiding her clients towards financial independence. She is passionate about providing financial education. Outside of work she enjoys hiking, travelling and spending time with her family.

Last Updated: March 17, 2026

Ines is a Business Development Executive responsible for supporting, engaging, and building relationships with financial advisers, intermediary clients, and wealth managers across the North of England. Prior to this, Ines began her career at Schroders, joining the Sales team as an apprentice and progressing to a Business Development Executive.

Last Updated: March 17, 2026

Callum joined Rathbones in 2025 as a Business Development Director, covering the South West. He is responsible for developing and maintaining relationships with financial advisers and intermediary clients, supporting their business needs, and driving growth across the area. Prior to joining Rathbones, Callum spent six years at Brooks Macdonald Group as a Business Development Manager covering the South West.

Last Updated: March 18, 2026

Learn about the Financial Services Compensation Scheme (FSCS) and how deposits and investments are protected.

Last Updated: March 18, 2026

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Last Updated: March 19, 2026

Rob is the Business Development Director for Rathbones across the North West of England and South Yorkshire, supporting financial advisers with discretionary investment solutions and client‑focused portfolio services. He is responsible for developing and strengthening relationships with financial advisers and intermediary clients, ensuring their business needs are met while driving growth and delivering a high‑quality service across the region.