Leanne is a Chartered Financial Planner and has been authorised to provide advice since 2017. Leanne has worked in the financial services industry since 2008.  For over eight years she worked at a City based independent financial adviser firm where she first understood the positive impact that financial advice could have on people’s lives. She joined Saunderson House (SHL) in 2020 as a Chartered Financial Planner which is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Leanne has extensive experience of advising high net worth clients including small to medium business owners, entrepreneurs, partners of professional firms, retired clients and their families. Leanne prides herself in her strong client relationships and is passionate about helping clients achieve their long-term goals. She enjoys meeting and finding out more about her clients in order to create bespoke client solutions utilising tax efficient financial planning. Away from work, Leanne can be found cooking and visiting restaurants which she believes is the best way to spend time with friends and family.  She also likes visiting art galleries, practicing yoga and travelling when she can.

Iain joined Rathbones in 2024 and advises clients on all aspects of financial planning.

Iain is a Chartered Financial Planner with over 25 years’ experience of working alongside personal clients and professional pension scheme trustees.

Iain’s expertise includes retirement planning, wealth accumulation and decumulation, tax efficient investment structuring and inheritance tax planning.

Iain is married with one son and dog, lives in London and is usually found outside at the weekend.

Rebecca joined Rathbones in 2024 and leads a Financial Planning division based in London.

Previously Rebecca led the Financial Planning team at Brown Shipley and advised clients on all aspects of financial planning.

Rebecca is a Chartered Financial Planner, Fellow of the Personal Finance Society and Chartered Fellow (Financial Planning) of the CISI.

Ed Boswell is a Chartered Financial Planner dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With a 1st class honours degree in Accounting and Finance from Bristol Business School, Ed has been providing personalised advice to clients in Bristol and the South West since 2015.

Beginning his career at Hargreaves Lansdown in 2011, Ed joined Rathbones in 2022. He brings expertise in areas such as protecting wealth, investment and retirement planning, succession and inheritance tax planning, and working with entrepreneurs to plan for their future, all while respecting clients' values and priorities.

In his role at Rathbones, Ed is committed to understanding his clients' aspirations and providing holistic financial planning advice that aligns with their ethical and ESG preferences. His focus on building lasting relationships enables him to support clients through every stage of their financial journey, helping them make informed decisions and reach their goals

Jenna joined Rathbones in 2019 and has over 12 years’ experience in the industry. She is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jenna works with clients on a holistic basis, helping to plan for their future through; wealth accumulation, tax planning and mitigation, retirement planning and, estate and inheritance tax planning. Jenna also has a keen interest in helping divorcee clients, using detailed long-term cashflow analysis to provide greater visibility over wealth.

Tony began his career in financial services in 1984 working for Commercial Union, before moving to Barclays where he specialised in pension plan administration. He joined Saunderson House in 1989 as a trainee financial planner, where he built extensive experience in successfully helping individuals manage their wealth, and was appointed a Director of the company in 1996. In January 2012, he became the Chief Executive Officer and is a member of the Saunderson House Board of Directors. 

During his long career at Saunderson House, Tony has played a key role in cultivating a culture of always putting our clients’ interests and goals at the heart of everything we do, and building a business that maintains strong client-advisor relationships – providing personal advice rather than selling products. Tony holds responsibility for setting the firm’s strategic direction, championing our conduct agenda and instilling the firm’s core values. He also plays a fundamental part in continuing to develop the company’s corporate social responsibility and staff engagement programmes. 

Tony holds the Advanced Diploma in Financial Planning and is an Associate of the Chartered Insurance Institute and is a Chartered Financial Planner. In 2017, he was a winner in the Finance Monthly CEO Awards and has led Saunderson House in its recognition through numerous awards in recent years including the Best Wealth Management Adviser in the 2017 Money Marketing Awards. 

Brad joined Rathbones as a financial planner in 2021 and provides specialist advice to clients and their representatives within Rathbones’ Court of Protection team. With over 10 years’ experience in helping clients to maximise and protect their wealth, he brings a range of experience from a variety of different roles and is passionate about helping clients to achieve all of their financial planning objectives.

Brad holds a master’s degree in Commercial Law from the University of Edinburgh and prior to this, lived in Denmark and Belgium where he gained a first class honours degree in European Business Management.

Jack is a Chartered Financial Planner and a Fellow of the Personal Finance Society. His role as a Financial Planning Assistant is to work closely with our Financial Planning Directors, assisting them in delivering suitable outcomes and financial advice to new and existing clients. He joined Rathbones in 2020 as a Client Service Executive and is working towards being a Financial Planner. He now has almost 5 years’ experience of assisting private clients and their families to achieve their financial goals and ambitions through a range of financial planning services including but not limited to: investment planning, retirement planning and estate planning.

Jack also holds the title of Master of Engineering (MEng). He obtained this when achieving a first-class Masters degree in Chemical Engineering from Newcastle University. Prior to joining Rathbones, Jack lived in Newcastle and worked as a Chemical Engineer for a large manufacturing company, EGGER (UK) Ltd. EGGER is one of the leading manufacturers of wood based panels in the United Kingdom.

Jack currently lives in London but is from a small town just north of Manchester. Outside of work, Jack enjoys spending time with his fiancée, family, and friends. He is also is a keen fitness enthusiast and enjoys travelling the world, experiencing new places and cultures.