Natalie is an Investment Administrator based in the Cheltenham office. Since joining the company in 2021, she has played a key role in supporting investment operations and client service delivery. Known for her attention to detail and proactive approach, Natalie contributes to the smooth running of investment processes and helps ensure high standards of service across the team.

For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.

I provide investment assistance within an experienced team of investment directors who focus on managing investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers, to whom I am a key point of contact.

As a Business Development Director my priority is to help professional advisers deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the client's requirements. I work with professional advisers to get to know them, their business and how they build relationships with their clients to gain a strong understanding so that I can best help them. It is also an important part of my role to ensure that they are receiving a high level of service. I specialise in working with Financial Advisers, Lawyers and Accountants providing business development and relationship management. I aim to add value by helping my advisers grow their business, and like to be a sounding board and to suggest ideas to help solve client problems. By understanding my client's needs I can help bring the right team together to support them delivering innovative investment solutions for their clients.

My role as Business Development Director, Charities is to help ensure that Rathbones best serves the needs of charities. The key to this is listening and really understanding their needs. While charities often have similar investment requirements, each is unique and will have particular needs that are important to them. We discuss these needs with our investment team, who can then develop a bespoke solution for each charity. 

An important aspect of my role is to ensure that charities know about Rathbones. So, I will look to promote the Rathbones name and seek to involve us in industry events that are useful for charities - such as conferences, roundtable events and training seminars. I also work with the charity consultant community, to ensure they remain up to speed with all Rathbones' charity team developments, so they can confidently recommend Rathbones to their clients.

I provide bespoke financial planning advice to private clients, specialising in retirement planning, estate planning and tax planning.

My role is to develop, manage and build consistency within our Paraplanning and Support Teams, who are responsible for preparing technical analysis and reports, implementing recommendations, maintaining compliant files and preparing annual reviews for our clients. I look to install a passion in the teams I work with to fulfil their potential and have the desire to want to deliver extraordinary service as standard.

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.

I provide administration assistance to the team and Investment Managers. We look after private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers to provide an efficient service.

I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.