Last Updated: June 5, 2026

As a Paraplanner here in the Cheltenham office my primary job is to support the South West regional Financial Planning team. I work alongside the Planners to conduct detailed research, review clients' financial situations and complete technical reports. The team works closely with clients' Investment Managers, Accountants and Solicitors to help them form a financial plan which meets their objectives. I liaise with all those involved from the start of our client's Rathbones journey to the point that the plan is formed and beyond.

Last Updated: June 5, 2026

As a Senior Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I mostly specialise in providing detailed financial planning advice to individuals, in areas such as pensions, retirement income planning, inter-generational tax planning including trusts.

Last Updated: June 5, 2026

I am an Investment Manager with 10 years experience in the industry, first supporting the management of and now managing the investments of clients. I work with private clients, trusts, companies and charities on tailored and bespoke mandates to suit the the individual requirements of each client. I have significant experience in portfolio construction and asset allocation where I have served on various Investment committees in previous roles, specifically specialising in alternative assets such as Infrastructure and also passive fund selection and portfolio construction.

Last Updated: June 5, 2026

Leigh-Ann Gaskins joined the company in 2019 and serves as Office Coordinator and PA to Tristan George, Head of the Cheltenham Office. With a strong focus on organisation and efficiency, Leigh-Ann plays a key role in supporting daily operations and ensuring the smooth running of the office. Her proactive approach and attention to detail make her an invaluable part of the team.

Last Updated: June 5, 2026

Mike manages bespoke discretionary investment portfolios for private individuals, charities, trusts, financial advisers, and other intermediaries. Collaborating closely with colleagues in Cheltenham, Birmingham, and London, he ensures each portfolio is tailored to reflect both evolving market conditions and the unique goals of each client.

Last Updated: June 5, 2026

As Client Service Lead for Birmingham and Cheltenham, I lead the Wealth Client Care teams across both offices, as well as providing direct support to our brilliant team of Investment Managers.

Last Updated: June 5, 2026

Tim Hurst has been employed in the front office of the Wealth Management industry since 2000. Tim provides bespoke management services to high net individuals, families, corporates, and intermediaries. Tim manages Portfolios, including AIM (IHT), ISAs, Pensions and Trusts.
Tim is a chartered fellow of the Chartered Institute for Securities & Investment and is educated to degree level. Tim was employed as a senior investment director for Investec Wealth & Investment, previously Rensburg Sheppards and was deputy manager of their Cheltenham office.

Last Updated: June 8, 2026

Passive investing is often viewed as a low-risk, diversified approach, but today’s market structure challenges that assumption. With a growing concentration in mega-cap technology companies, index-tracking MPS may introduce unintended risks and limit responsiveness to market shifts. This article explores the implications for advisers and highlights the role of active management in navigating an increasingly uncertain investment landscape.

• Model Portfolio Service
• Financial Adviser Insights

Last Updated: June 5, 2026

Document hub for advisers

Last Updated: June 8, 2026

Please read this page before proceeding, as it explains certain legal and regulatory restrictions applicable to the distribution of this information. It is your responsibility to inform yourself of and to observe all applicable laws and regulations of the relevant jurisdiction.

• Core Info

Last Updated: June 8, 2026

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.

Last Updated: June 8, 2026

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.
Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.