Having graduated from The University of Exeter in 2011, I began my career in financial planning with Saunderson House (SHL) as part of the graduate trainee programme in 2011, achieving Chartered Status in October 2017.  I spent 18 months away from financial planning, working with a range of financial planners from the provider side, as an account manager with Standard Life (now ABRDN), before returning to Saunderson House (now part of Rathbones Financial Planning following the acquisition of SHL in October 2021) in January 2020, having widened my knowledge of the Financial Planning landscape. 

My clients include both current and former partners of accountancy and law firms, navigating the specific compliance requirements that their needs require, whilst ensuring their financial planning needs (including retirement, tax and estate planning) are met.  I enjoy the peace of mind that competent financial planning can provide to clients whose busy lives require their attention elsewhere. Outside of work, I previously played competitive rugby having plied my trade at the National 2 level for the 2019/20 season with Sutton & Epsom RFC.  I also enjoy the cinema and travelling (admittedly where I have my way, this usually has a sporting event that the trip is planned around).
 

James works closely with a diverse range of clients, including entrepreneurs and current and former Partners from Big Four accountancy firms and Magic Circle law firms. He is passionate about helping clients achieve financial independence through thoughtful, strategic planning and tailored investment advice.

James joined Saunderson House after graduating with First Class Honours in Biomedicine from Lancaster University. He holds Chartered Financial Planner status and is now part of Rathbones Financial Planning, following the acquisition of Saunderson House.

Outside of work, James enjoys gardening, countryside walks with his retired racing greyhounds, and restoring his cottage.

I studied Economics and Mediaeval History (MA Hons.) at the University of St Andrews, graduating in 2010.  I started my career in financial planning at Saunderson House in 2011, becoming part of the Rathbones Group when the business was acquired in 2021. I am a Chartered Financial Planner and became authorised to provide financial advice in January 2016.  I work closely with a wide variety of clients from different backgrounds.  I enjoy getting to know my clients, and helping them formulate a strategy to realise their financial goals.   Outside of work, a lot of my time is devoted to my young family.  I am a keen fan of rugby, golf, football and scuba-diving and enjoy travelling.
 

Dan joined Saunderson House (since merged with Rathbones) in 2007, having spent 3 years working at Prudential in their Bulk Annuities department. Having graduated from the University of Manchester with a B.A. in Economics and Business Studies, Dan completed the relevant exams through the Chartered Insurance Institute to become a Chartered Financial Planner in 2012.

Dan enjoys helping clients with all areas of financial planning, and finding solutions for a wide array of concerns that clients may have. Dan is particularly interested in advising clients on how they can use their overall portfolio to provide the level of income that they require in retirement, whilst also planning to pass on assets tax efficiently, through cashflow forecasting. Outside of work Dan enjoys travel, keeping fit, following Reading FC and socialising with friends and family.

I am a Senior Financial Planning Director with Rathbones, providing pro-active wealth management advice, with a particular focus on a very high level of personal service and long-term strategic planning.  My team serves around 120 clients and their families, including a significant number of current and retired partners at the top legal and accountancy firms and entrepreneurs. 

We have a considerable amount of experience helping extremely busy people to realise their financial goals and achieve ‘financial independence’.  My spare time is mostly devoted to my 3 young children.  I have a passion for travel and skiing.  To keep fit I run regularly in the Oxfordshire countryside and play squash. Rathbones has offices around the UK and in the Channel Islands and currently manages over £100 billion of client wealth. I am also a Trustee of the Charles S French Charitable Trust, which distributes around £500,000 p.a. to charitable causes in Essex and North East London.

Chris joined Saunderson House in 2015 as part of the graduate trainee programme and is part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. Chris holds Chartered Financial Planner status and is a Fellow of the Personal Finance Society.  He provides holistic financial planning to a wide range of clients, advising on tax-efficient investing, pension/retirement planning and passing wealth onto future generations.  Chris is passionate about helping clients to achieve their short and long term financial objectives, by carefully constructing a plan to take account of their specific personal and financial circumstances. Outside of work, Chris enjoys live music and a wide range of sports (particularly football and golf).
 

Chris has been helping clients for almost two decades, with a particular specialism in partners at PwC and other accountancy and law practices, as well as barristers and other city professionals. Chris has a Masters Degree in Economics from the University of Cambridge, is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Saunderson House (SHL) in 2007 and is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021.

He enjoys that each client is unique, with their own personal goals and wishes, and likes nothing more than working collaboratively to achieve them. He has a particular interest in the use of cash flow modelling to tailor a high-level roadmap for each client, which helps shape the strategy adopted in other areas. This typically includes helping clients decide how their families can be best protected, how to grow their portfolio, when they can afford to retire and how they can live the life they wish. 

Outside of work, Chris is a sports fanatic and enjoys many weekends playing hockey or softball, as well as hitting the ski slopes in winter. He is also a keen cyclist, having completed various multi-day international rides for charity. Chris also spent two summers teaching sports to children in the USA, before starting his financial planning career.

Charlie joined Saunderson House (SHL) in 2007, which became part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Charlie advises on all aspects of financial planning, including long term strategy, investment portfolio construction, taxation and technical matters. He has experience in advising clients through the various stages of their life cycle and specialises in long-term cash flow forecasting. Charlie primarily advises current and former Partners of the largest law firms.

 As such, he has significant experience of the challenges and key objectives that apply throughout a career and life cycle. Starting with promotion to Partnership, when the transition from employed to self-employed status leads to a variety of challenges and planning opportunities. Moving through to the lead up to retirement and beyond, when the focus often shifts to understanding if financial independence has been achieved and how to gift to the next generation in a responsible manner. Outside of work, Charlie is kept busy by his young family and enjoys playing tennis and winter sports.

I joined Saunderson House in 2009 after graduating from Manchester Metropolitan University with a first-class Honours degree in Financial Services. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, having become authorised to provide regulated advice in 2012.  I became part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. I am passionate about providing expert financial advice with unrivalled levels of service and transparency. I look to fully understand my client’s motivations, goals and objectives before building a financial plan to focus on what is important to them.  I specialise in strategic planning and investment advice, helping clients to meet their financial goals. In my spare time I enjoy cooking and herding my two toddlers.
 

I joined Saunderson House in 2009 after graduating from Durham University with a degree in Economics.  I became a Chartered Financial Planner in 2014, and joined Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. I enjoy working closely with clients to help them achieve their objectives, and find the personal nature of the work extremely rewarding. Outside of work I enjoy keeping fit and active, and following the highs and lows of the England cricket team.