Robert has over 25 years’ experience in the finance industry and supports our Investment Managers in all aspects of the business, including client administration. He is an associate member of the Chartered Institute for Securities and Investment and joined Rathbones in 2011.

Claire joined Rathbones in 2021, initially working in the Chichester office, as a Client Service Executive. More recently Claire has moved to the Guildford office.

Claire has worked in the financial services industry for over 20 years, and started her career at Lloyds TSB, providing administrative support to both clients and Investment Directors. In October 2023 Claire obtained the CISI Introduction to Securities and investments qualification.

Claire lives in Chichester with her husband and 2 teenage children. She enjoys travelling to Spain to see family and spending time with friends and family.

Jess works closely with James Blosse-Lynch and David Parsons, managing discretionary multi-asset investment portfolios for a variety of private clients, trusts, charities, and pensions.  She joined Rathbones in 2023, having previously worked as a financial planner and portfolio manager at Saunderson House.
Jess is a Chartered Wealth Manager (CISI), a Chartered Financial Planner (APFS), and holds the CFA Diploma in Investment Management (ESG). She graduated in 2014 with a BA (Hons) degree in Economics and Politics (2:1) from the University of Sheffield.

David is an investment director working alongside James Blosse-Lynch, managing investment portfolios for private clients, pensions and trusts. He is a Chartered Financial Analyst (CFA) and holds the Investment Management Certificate (IMC). 

Prior to joining Rathbones, David worked at Schroders for six years in the multi-asset investment team. Before moving into financial services David was in the British Army, serving in The Royal Regiment of Scotland. 

Niall graduated from Heriot Watt University, Edinburgh with an MA in Finance & Business Law in 2015, before relocating to London to begin his career in Financial Services. Returning to Belfast in 2017, Niall completed his Diploma in Regulated Financial Planning via the CII in 2019 and is currently working towards Chartered Financial Planner status via the CISI.

Niall joined the Financial Planning Team at Rathbones in December 2024. In his spare time, he enjoys travelling and socialising with friends & family. He is also a keen sailor, having previously competed in the Clipper Round the World Yacht Race.

Dianne joined Rathbones as office manager in November 2014 having worked at Barclays Wealth & Investment Management (formerly Gerrard Investment Management) for 14 years where she was an assistant vice president managing the office and the private banking executives.

Prior to that, Dianne worked at Armstrong Watson Accountants in Carlisle for over 10 years as office administration manager in the Investment Management division before moving to the North-East in 1998.

Gary joined Rathbones in 2021 and is responsible for managing bespoke investment portfolios for individuals, trusts and companies. After graduating from University in 2004, Gary has amassed a wealth of practical experience through roles at Nomura and Brewin Dolphin. He has a first-class honours degree in financial services and a masters in wealth management. He is also a fellow of the Chartered Institute for Securities and Investment.