Many business owners see their company as their retirement plan, but relying on one unpredictable asset can leave you exposed. New research from Rathbones shows the gap between confidence and readiness is wider than most expect. Here's how to close it.
Championing Edinburgh’s Business Community
Rathbones is proud to support Edinburgh Business Stories, celebrating the ambition, creativity and resilience that define our city’s business community. As supporters of local enterprise, we believe in shining a light on the people who power Edinburgh’s economy, the founders, innovators and family‑run businesses who shape its future.
We are a leading UK wealth manager and we’ve been helping plan and invest for generations. We have a long history in Edinburgh and in 2022 we moved to George Street, one of the capital’s grandest streets in the New Town. The team is part of one of the UK’s largest and longest-established wealth management firms. Times may have changed, but we’ve never lost that personal touch. We get to the heart of what really matters to you - and support you every step of the way.
Whether you are growing a business, planning your next chapter, or thinking about how to protect what you’ve built, our specialists are here to help. We work closely with individuals, charities and business owners to provide clarity, confidence and tailored wealth management support at every stage of their journey.
Here, you can explore our latest insights and learn more about how we can support you.
Explore our latest insights
4 minutes
17 August 2026
Financial planning for business owners: are you ready for what matters most?
You've built a business through years of commitment, careful decisions and personal sacrifice. As the horizon shifts, whether retirement feels five years away or closer than that, a different question starts to matter more: is your personal wealth as prepared as your business?
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Meet the team working with Edinburgh Business Stories
Below you can find the Investment Directors partnering closely with Edinburgh Business Stories. If you wish, you can explore our full Edinburgh team here.
Scott Cassie
Associate Financial Planning Director
Iain Currie
Investment Director
James Coppell
Investment Director
Simon Dewar
Senior Investment Director
Fiona Elliott
Investment Director
Neil Hardman
Investment Director
Stephen Hunter
Senior Investment Director
Euan MacDonald
Investment Director
Keith Mackenzie
Investment Director
Daniel McKerchar
Business Development Director
Taylor Yardley
Graduate Investment Manager