Paula Forecast

Paula has extensive experience in creating bespoke investment strategies for private clients, trusts, pensions, and charities. She partners closely with clients and trusted advisers to develop comprehensive and tax efficient, financial plans aligned with their unique goals and circumstances.

Dedicated to providing a high-quality, personal service, Paula and her team support multi-generational families, many of whom are busy professionals or business owners, offering clarity and confidence across all stages of investing from saving, retirement planning, philanthropy, and succession.

Previously a senior member of Jupiter Private Clients, Paula joined Rathbones following its acquisition in 2014. She is a Chartered Fellow of the Securities Institute and a Chartered Wealth Manager. She is a proud to serve as a trustee of the National Health Service Pensioners Trust charity.