I assist clients and intermediaries with matters relating to financial markets and portfolios, whether they're private individuals, pensions, charities, trusts, solicitors or accountants. Each client and intermediary relationship has their own bespoke requirements and I aim to ensure these are fully incorporated into the client experience.

Katherine joined Rathbones in 2025 as a Client Service Executive, having previously worked for Royal Bank of Canada in the custody/Middle Office operational teams providing administrative, account opening front office client service for 20 years.

Katherine lives in Kent with her husband and children. She enjoys travelling, swimming and spending time with her family and friends.

James was one of the founding members of the Rathbones Newcastle office when it opened in the city in 2013. Prior to that he was a Director at UBS Wealth Management. He has 25 years investment industry experience and specialises in the management of all aspects of multi-generational family wealth. 

James graduated in Law from Newcastle University in 1998, holds the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI. James is a current trustee of the St Mary the Virgin charity and a former trustee of the Great North Air Ambulance Service.

Chris joined Rathbones from a national independent financial adviser and as well as being a Chartered Financial Planner is a Fellow of the Personal Finance Society. Chris has been advising individuals and businesses since 1998 on investment, pension and inheritance tax. His areas of specialism include the planning relating to drawing benefits from pension plans and the use of trusts as part of family financial planning. Chris ensures that all of his clients examine all areas of financial planning to help them and their families plan in an ever-increasing complex world.