Our people

Alanah joined Rathbones in 2015 and has over 11 years’ experience in the industry having previously worked for Brewin Dolphin.  

She holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society.  She is also studying towards the Internationally recognised Financial planner TM certification from the Chartered Institute of Securities and Investment.  

Alanah is passionate about proving a holistic financial planning service including matters such as tax planning, Retirement income planning, Inheritance tax and estate planning.  

Based in the Leeds office. Andrew joined Rathbones in 2023 from his previous role as Managing Director and Head of Leeds office at Brown Shipley. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investment. He has been advising Charities, Trusts, Private Clients and Pension Funds for over 35 years.

He has held board roles with various charities and is an experienced trustee. His clients' needs and aims are his only focus. He stays in close contact with clients and their evolving needs and providing them with most suitable ongoing investment solutions remains his primary objective.

I look after investment portfolios for a range of private clients, trusts, charities and personal pension schemes. My management responsibilities include being a member of the Sheffield office's Management Committee and chairing our sales and marketing committee.

James manages portfolios for private clients, trusts and pensions. After graduating from the University of Glasgow in 2010 with an honours degree in Law, he spent time abroad, before joining Speirs & Jeffrey in June 2012. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

James is a Chartered Wealth Manager and he is also a Chartered Fellow of the Chartered Institute for Securities & Investment.

In addition to looking after his own client bank, James also works closely with Graeme Dickie.

Stephen has over twenty-five years of investment experience. He joined Speirs & Jeffrey in January 2013 and arrived with Rathbones following the integration of S&J in 2019. In addition to managing investments for individuals Stephen forms part of the Rathbones Charities Team managing portfolios for charity and trust clients.  

Stephen’s earlier investment career was in institutional fund management working as an investment director at Scottish Widows Investment Management and before that an investment manager at Britannic (now Abrdn) Asset Management. Over this period Stephen specialised in Japanese and Asian equities prior to forming part of a global equity team with responsibilities for the financial sectors. 

After graduating from Heriot-Watt University with an honours degree in Economics, Stephen completed postgraduate studies in Investment Analysis at Stirling University. Stephen is a member of the Chartered Financial Analysts Society of the UK and a Chartered Fellow of The Chartered Institute for Securities & Investment.

As an Investment Management Director, my priority is to help my clients achieve their financial goals. By understanding their current position, attitude to risk, financial requirements and investment objectives, I help them to build a tailored investment portfolio that suits their present and future needs.

My pride and commitment to high-quality service is supported and well-resourced by my team of dedicated investment and administrative professionals.

I specialise as a Discretionary Fund Manager (DFM), often working alongside Independent Financial Advisers in order to ensure the best possible outcome for clients. I provide bespoke, tax efficient DFM services for a number of private individuals, trusts, pension schemes, corporate company accounts & registered charities.

I work closely with clients, their families and external advisers to help establish, prioritise and achieve their financial objectives using a wide variety of investment and financial planning solutions. I work with wealthy families, entrepreneurs, professionals and financial advisers and can advise at different life stages including wealth accumulation, preservation, retirement planning and inheritance planning.

Brendan is an investment manager with experience managing a variety of bespoke portfolios including SIPPs, ISAs, and discretionary trusts for private clients, financial advisers and solicitors. He is also a Trustee of Canine Partners, the assistance dog charity.

Brendan has a first class honours degree in Veterinary Bioscience from the University of Glasgow and a MSc in Investment and Finance from the University of Strathclyde. Brendan is a Chartered Wealth Manager and also a Chartered Member of the Chartered Institute for Securities & Investment.

Brendan began his career in Investment Management with Speirs & Jeffrey before the company was then acquired by Rathbones.

Ann joined Rathbones in 2007 and works as a client service executive for Robert Hughes-Penney. She has more than 25 years’ experience working in the finance industry.  Prior to joining Rathbones, Ann worked for a firm of accountants/football agents specialising in professional footballers where she was responsible for managing their personal administration.

She has a certificate in Investment Administration level 3 from the Securities & Investment Institute (2009), and obtained a BA (Hons) in Humanities with Classical Studies from the Open University in 2015.

Cameron graduated from the University of Glasgow in 2009 with an honours degree in Law. While studying for his degree he spent a year abroad in Nijmegen in The Netherlands.

He joined Speirs & Jeffrey in August 2009 and initially worked in the custody department, moving to the investment support department in the summer of 2010. Cameron was appointed an Investment Director in December 2017.

Cameron works closely with Graeme Dickie and Tony Smith. He is a Chartered Fellow of the Chartered Institute for Security & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics and is currently Head of Charities in Liverpool.

He specialises in the management of charity portfolios, as well as managing private clients’ assets including ISAs, SIPPs and trusts.

Adrian is a CFA charterholder (Chartered Financial Analyst) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He is a member of Rathbones group Stock Selection Committee and chairs the Charity Fixed Income and Collectives Committee.

William is an investment manager specialising in providing bespoke investment solutions to private clients, large families, advisors, pensions, trusts, and charities. William graduated from Northumbria University in 2015 with an honours degree in Biomedical Science. He went on to work in the microbiology diagnostic labs at the RVI and Freeman hospitals in Newcastle before joining Speirs & Jeffrey in September 2016. Speirs & Jeffrey was then acquired by Rathbones.

He is a Chartered Fellow of the Chartered Institute for Securities & Investments, having obtained the Investment Advice Diploma and Chartered Wealth Manager (CWM) qualifications. He sits on the Rathbones UK and Private Equity Collective Committee and is responsible for the research of Private Equity collectives.