Last Updated: May 21, 2026

Rising oil prices from the Iran conflict are impacting personal finances - but end‑of‑tax‑year ISA and pension planning still matters despite volatility.

Last Updated: May 21, 2026

Putting bonuses into pensions, not mortgage overpayments, could boost long‑term wealth by up to £86,000 through higher tax relief, compounding and benefits.

Last Updated: May 21, 2026

Rathbones assesses the Spring Statement’s impact on households and gilts, warning that geopolitics and oil prices could yet reshape inflation, rates and forecasts.

Last Updated: May 21, 2026

The number of ISA millionaires could more than treble to over 17,500 by 2026, driven by strong investment returns, compounding and consistent use of ISA allowances.

Last Updated: May 20, 2026

Sarah joined Rathbones Trust Company in 2011 after qualifying as a Chartered Tax Advisor. Sarah specialises in Personal Tax, advising on both compliance matters and tax planning. Sarah is a member of both the Chartered Institute of Taxation and the Association of Taxation Technicians. Sarah became a member of both organisations after completing her Bachelor Degree at Keele University in History and Sociology.

Last Updated: May 18, 2026

As an Investment Manager, I work alongside a team of Investment Managers to ensure our clients' needs continue to be fulfilled by our services, all while picking up valuable skills and traits which I can carry into my career. The client is at the heart of the work we do and my role is to support the team in making the client's experience one of great value. We offer our clients bespoke solutions, tailored to meet their unique goals and it is my job to help the team in delivering this.

Last Updated: May 18, 2026

Stay informed with the latest updates on Rathbones Group Plc's general meetings. Access notices, results, reports, and key shareholder documents in one central location.

Last Updated: May 18, 2026

Brendan is a Senior Investment Director with experience managing a variety of bespoke portfolios including SIPPs, ISAs, and discretionary trusts for private clients, financial advisers and solicitors. He is also a Trustee of Canine Partners, the assistance dog charity.
Brendan has a first class honours degree in Veterinary Bioscience from the University of Glasgow and a MSc in Investment and Finance from the University of Strathclyde. Brendan is a Chartered Wealth Manager and also a Chartered Member of the Chartered Institute for Securities & Investment.

Last Updated: May 18, 2026

Angela has over twenty-five years of investment experience. She joined Speirs & Jeffrey in 2014 and arrived at Rathbones in July 2019 following the integration of S&J. Angela started her investment career working as an investment manager for both Greig Middleton and Smith & Williamson.
Angela manages a wide range of private client portfolios including pension and offshore bond investments. In addition, she invests for a number of institutional portfolios including trusts and charities.

Last Updated: May 18, 2026

Aidan is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Rathbones in 2021 as part of their acquisition of Saunderson House. Prior to joining Saunderson House in 2017, Aidan worked for a London-based mortgage and protection broker, which sparked his passion for helping people with their personal finances.

Last Updated: May 18, 2026

Ryan is a Senior Investment Director who specialises in working with Independent Financial Advisers and their clients' to construct and manage bespoke investment portfolios. Having started his career in New York he went on to spend over a decade at Investec Wealth & Investment before joining Rathbones in 2023.

Last Updated: May 18, 2026

Robert joined Rathbones in 2026 as Chief Investment Officer and is a member of the Group Executive Committee. He is responsible for leading the ongoing development of a world-class investment strategy and process at Rathbones, overseeing the entire investment lifecycle, including asset allocation, investment research, portfolio construction, and risk management, to ensure the delivery of superior, scalable outcomes for clients.