Our people

Cheryl joined Rathbones in 2022 and has over 11 years’ experience in the industry having previously worked for the multi-family office Stonehage Fleming and LGT Wealth Management. Outside of Financial Planning, she has previous experience working as a Detective in the Metropolitan Police and currently volunteers for the RNLI.

Cheryl holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society. She was a finalist for Financial Planner of the Year - Scotland & NI in the Women in Financial Advice Awards 2024.

Cheryl is passionate about proving a holistic Financial Planning service to a broad spectrum of UK based private clients and families on matters including tax efficient structuring, pension planning, Inheritance Tax mitigation and intergenerational wealth transfer.

Carolyn is a Senior Investment Analyst for equity investments at Greenbank. She joined Greenbank in June 2024 and has over twenty years’ experience as both an equity analyst and an ESG analyst. She worked for blue-chip banks including Cazenove, Citigroup, UBS, and Deutsche Bank, before switching focus to Sustainable Investments. She then joined Newton Investment Management as an ESG analyst, before moving to join the sustainable investment team at T Rowe Price. Carolyn holds an MA (Cantab) in Economics from Cambridge University, and the CFA Certificate in ESG Investing. 

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.

Paul has 20 years of experience in the financial services industry and has achieved Chartered status. Paul is passionate about helping clients meet their financial planning goals as tax efficiently as possible and specialises in retirement and estate planning. Outside of his professional life, Paul enjoys spending time with his family, taking long walks with his Cocker Spaniel, Mona, running, swimming and trips away whenever possible.

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.

Marcus joined Rathbones in Newcastle in 2024, and works as an Investment Director specialising in advising and managing portfolios for individuals and their families both in the north east and in London.

Marcus graduated from Newcastle University in 2000 before moving to London to work for Brewin Dolphin, a position he held for 9 years. Marcus then moved to become a Client Advisor for UBS Wealth Management in London where he remained for 13 years, before relocating to take the Head of Office role at UBS in Newcastle.

Marcus holds the Chartered Institute of Securities and Investment (CISI) Diploma and is a CFA Charterholder.

Marc specialises in providing wealth management advice to high net worth and ultra-high net worth clients, previously specialising in entrepreneurs and business owners. Marc works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple, and work across generations. As such, Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.

Marc started his financial career in 2011 at Goldman Sachs in Sales & Trading management covering Equities and Equity Derivatives before moving to Barclays Private Bank. At Barclays, Marc worked in Sales Management and directly with clients, latterly running the Midlands Region for Barclays Private Bank. Marc was named Private Banker of the Year at the City Wealth Future Leaders awards in 2022 and is a Chartered Fellow of the Chartered Institute of Securities and Investment.

Marc joined Investec Wealth & Investment in 2023 with a focus on providing strategic wealth management to HNW clients and he works closely with Investec Bank to offer a full, universal banking service to clients.

Michal Hall joined Rathbones in 2025 as a Paraplanner based in the Guildford office. She works closely with Financial Planners and the Wealth Administration team to produce tailored financial reports for clients. Michal began her career in South Africa, where she spent a decade developing her expertise in Paraplanning before relocating to the UK two years ago to continue in the profession. She holds a BSc Hons in Mathematics from the University of York (UK), a Postgraduate Diploma in Financial Planning from the University of the Free State (SA), and a Level 4 Diploma in Investment Advice from the CISI (UK). 

Michal is also a Certified Financial Planner™ professional, reflecting her commitment to high standards and technical excellence in financial planning.

Harvey joined Rathbones in 2024 as a trainee on the portfolio management desk where he assists with discretionary management of client portfolios, supports and liaises with the Investment Managers on investment decisions, and undertakes day-to-day portfolio management responsibilities. He studied Philosophy, Politics and Economics at the University of Nottingham and holds the Investment Management Certificate.

Katherine joined Rathbones in 2025 as a Client Service Executive, having previously worked for Royal Bank of Canada in the custody/Middle Office operational teams providing administrative, account opening front office client service for 20 years.

Katherine lives in Kent with her husband and children. She enjoys travelling, swimming and spending time with her family and friends.

I manage portfolios on behalf of individuals, trusts and charities, along with corporate and personal pension schemes.

James is an investment director and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He joined Rathbones in 1993 having moved from Sheppards and Chase (IW&I) which subsequently became part of Rathbones during September 2023.

James heads his team and has worked alongside James Mayes since 1993.

James specialises in private client portfolio management, associated trusts, self-invested pensions schemes as well as charities. In addition, he holds an SEC license.

James is supported by Kurtis Brampton, Nicola Vincenti and Jade Hallas.