Our people

I am a Senior Financial Planning Director with Rathbones, providing pro-active wealth management advice, with a particular focus on a very high level of personal service and long-term strategic planning.  My team serves around 120 clients and their families, including a significant number of current and retired partners at the top legal and accountancy firms and entrepreneurs. 

We have a considerable amount of experience helping extremely busy people to realise their financial goals and achieve ‘financial independence’.  My spare time is mostly devoted to my 3 young children.  I have a passion for travel and skiing.  To keep fit I run regularly in the Oxfordshire countryside and play squash. Rathbones has offices around the UK and in the Channel Islands and currently manages over £100 billion of client wealth. I am also a Trustee of the Charles S French Charitable Trust, which distributes around £500,000 p.a. to charitable causes in Essex and North East London.

Stephen joined the Kendal office in 2023, having spent over a decade in the investment management industry starting his career in 2007.

Stephen graduated from Liverpool John Moores University having gained a bachelor’s degree in accountancy and finance, later he was awarded the Securities Institute Diploma and is a Fellow of the Chartered Institute for Securities and Investment. On an ongoing basis Stephen receives his annual Statement of Professional Standing from the Institute.

Based in the Kendal office, Stephen manages a range of private client, trust, pension and company portfolios. He works hand in hand with financial advisors, solicitors, and accountants to help clients with specialist investment advice.

Lou is a client service executive in our Cambridge office.

She studied English Literature at Anglia Ruskin University in Cambridge and graduated in 2016. Shortly after she joined Rathbones in December 2016 and has since completed the IOC and is now studying towards a level 4 IMC qualification.

Lou supports the investment team and provides clients with a dedicated point of contact for their non-investment needs. She also sits on the Rathbones Cambridge Charity Committee, helping to support and fundraise for charities in the local area.

Aidan is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Rathbones in 2021 as part of the acquisition of Saunderson House. Prior to joining Saunderson House in 2017, Aidan worked for a London-based mortgage and protection broker, which sparked his passion for helping people with their personal finances. He now has almost 9 years’ experience of helping 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.

He finds great satisfaction in giving his clients peace of mind when planning for contingencies and making financial decisions about their futures, evidenced by the following testimonial from one of his current clients:

“Aidan has been my first point of contact at Rathbones through the most difficult part of my life following the premature death of my husband. When I was least able to make any sensible decisions, he was there every step of the way to take me from a wife who allowed her husband to do everything regarding financial matters, to an independent woman who is now responsible for her own financial destiny, and I couldn't have achieved that without Aidan’s support, patience, and kindness. Aidan and the team have done a wonderful job for me, and they make me feel confident going forward that I will be financially secure and if I ever have any concerns, they are always there to advise me and put my mind at rest. Thank you, Aidan, and thank you Rathbones."

Aidan also holds a first-class honours degree in Financial Mathematics from the University of Kent and currently lives in St. Albans. Outside of work, Aidan enjoys spending time with his wife, family, and friends. He is also a keen skier and enjoys travelling the world and experiencing new cultures.

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. I specialise in onshore and offshore portfolios, including trusts, corporate funds, charities and pension funds; ensuring that family portfolios are efficiently structured and working closely with experienced tax advisors.

Laura is a financial planner based in the London office. She joined Rathbones in 2017, with over 10 years’ experience in the industry. She has previously worked for a number of large financial institutions including Canada Life and Succession Group.

Laura holds Chartered Financial Planner status and is an associate member of the Personal Finance Society. She specialises in providing holistic financial planning to a wide range of clients, advising on matters such as income and asset structuring, retirement planning and estate planning. Laura’s aim is to understand what is truly important to her clients, and to help them achieve their goals, ultimately providing them with peace of mind over their finances and future. 

I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.

Greg works as an assistant for Bob Szechenyi and Stuart Furzer fulfilling an administrative role on behalf of UK and offshore domiciled individuals, companies and trusts.

Greg joined Rathbones in 2001, within the London Middle Office, from Bank of New York where he was a senior administrator. He has worked in the industry since 1995, having previously worked for the Public Trust Office prior to joining BONY.

He is a Associate of the Chartered Institute for Securities & Investment.

Ellie joined Rathbones in 2020 as a client service executive having previously worked in middle office at Rathbones and formerly Aegon. 

She is currently studying towards the CISI Investment Advice Diploma.

Nick supports Tim Johnson and Ollie Hext in managing discretionary portfolios for a diverse range of clients including private individuals, charities, personal pension schemes and bespoke unit trusts for large family groups, often within complex trust structures. He joined Rathbones on the graduate scheme in 2022 and has worked for a number of departments within Rathbones before joining Tim’s team.

Nick graduated in 2021 with a 2:1 in Economics, before undertaking a master’s degree in finance and Investment obtaining a merit in 2022, both from Durham University. He holds the CISI Investment Advice Diploma and is working towards becoming a CFA charter holder.

My priority is to help clients get the most from their personal finances and be their trusted adviser on these matters. This could be something specific about investing or tax savings, but it could also be about setting life goals and achieving these, by having a financial infrastructure in place. I want to work in partnership with my clients to help make what can be daunting and confusing, easy to understand, while enabling them to get the best from the options available.

Matt is a Chartered Financial Planner with a First-class degree in Economics and Finance. He passionately believes in the value of providing clients with tailored holistic financial planning and working with clients to help them to make informed decisions and achieve their lifetime objectives. He advises clients on a broad range of areas including tax efficient investment structuring, pension and retirement planning, and succession and estate planning. Outside of work, Matt is a keen American Football player for as long as his body allows and enjoys watching NBA and NFL games when they are on at a reasonable time of the day.