Our people

My focus is on looking after private clients and creating financial solutions for their wealth. The interesting part of the job is that each client is unique and requires different types of solutions depending upon their circumstances. I manage private client portfolios and SIPP's, as well as charities and corporate accounts. Each portfolio is constructed for the individual client and their specific financial requirements. I have recently constructed a number of income portfolios for clients, who need a higher yield from their savings.

Connor joined Rathbones in October 2020 as part of the Graduate Programme. He graduated from Northumbria University with a First-Class Honours Degree in Business Management, having won the Hewitson Award for the highest overall mark obtained in the Newcastle Business School. During his studies, he completed a 1-year placement at Asset Risk Consultants. Connor obtained the Investment Advice Diploma in 2021 and is currently studying towards the Level 7 Chartered Wealth Manager qualification.

Stephanie joined Rathbones in 2015 and has over 15 years’ experience working in the financial services industry, having begun her career with Brewin Dolphin in 2006. She manages investment portfolios for private clients, families, SIPPs, and Trust portfolios.

Stephanie is a Chartered Wealth Manager and Fellow Member of the Chartered Institute of Securities and Investments having obtained the Investment Advice Diploma and Chartered Wealth Manager (CWM) qualification. She works closely alongside Alastair McLean and Angus Kerr to assist with the management of their client bases whilst also continuing to look after her own clients.

Stephanie is a CISI industry specialist and sits on the examination panels for Applied Wealth Management and Private Client Advice.

Outside of work, she is involved in various charities and currently chairs a committee for Action for Children.

Nick graduated with a BA in History from Cardiff University in 2002 and is a Chartered Fellow of the Securities Institute. He started his financial services career with Barclays Wealth in London and spent five years at HSBC Global Asset Management before moving to the South West in 2015.

Nick manages discretionary investment portfolios for a range of individuals, companies and trusts with a particular focus on working with Independent Financial Advisers and their clients. 

Elizabeth Haigh is an investment director and chartered fellow of the Chartered Institute of Securities and Investment. She is responsible for the management of private client and trustee ethical investment portfolios, with special interest in the development of social enterprise investment. Elizabeth began her career at Laing and Cruickshank Investment Management in 1987 after graduating from the University of Bristol. She moved to Albert E Sharp Investment Management where she launched the UK’s first tailor made ethical investment service for private clients, trustees and charities in 1992. In 1995 she commissioned influential research into UK companies’ family friendly employment policies.

Elizabeth moved to Rathbones in 1997 where she and her team established an ethical investment service, going on to found Greenbank Investments (specialist ethical investment unit of Rathbones) in 2004. Elizabeth served as head of Greenbank Investments from 2004 to 2009 and has been involved in shareholder engagement throughout her career in socially responsible investment.

Helen joined Rathbones in 2019, having previously worked in the private client teams of several leading London law firms.  

She qualified in 2014 and advises clients on tax and estate planning including preparing wills and drafting and advising on trusts. Helen also deals with the administration of estates including those with an international aspect. Helen advises on Lasting Powers of Attorney. She also acts in relation to Court of Protection matters such as applications for the appointment of deputies and the approval of statutory wills and lifetime gifts.

Helen is a full member of the Society of Trust and Estate Practitioners.

James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI).  James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations. 

James has worked for a number of Investment Management Firms, most recently Killik & Co., where he mentored and developed new planners alongside managing his own advice team.  He has also enjoyed more technical roles at Coutts, supporting advisors to provide complex at retirement advice to wealthy individuals and families.

Abigail joined Greenbank in 2018. She started her career with Computershare Investor Services in 2011 working in the correspondence and then gilts and structured product teams.

She specialised as a dividend officer at Computershare from 2016 paying dividends for a number of FTSE 100 clients.

Kate is head of Greenbank’s investment and ethical, sustainable and impact research teams. She helps shape and oversee the research team’s sustainable investment approach, stewardship and engagement activities and systems for the measurement and reporting of portfolio sustainability and impact performance. She is a member of Rathbones’ responsible investment committee and sponsors Rathbones Group’s social mobility inclusion network. She joined Greenbank in 2007 after graduating from the University of Bristol with a masters in philosophy and mathematics and also holds a postgraduate certificate in environmental management.

As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research. As a Senior Paraplanner I also support the development of other paraplanners.

I'm a divisional director and team leader responsible for managing portfolios on behalf of individuals, trusts and pension funds.

Fiona joined Rathbones as an investment director in 2016. At Rathbones Fiona concentrates on investments for private individuals, their pensions, family trusts and charities, specialising in the management of multi-asset investment portfolios. She is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma. Fiona also holds a Diploma in Financial Planning with the CII.

Having graduated from the University of Nottingham with a 2.1 BSc, Fiona began her career at State Street Global Advisors as a graduate before moving to HSBC Global Asset Management in 2002 where she worked for 14 years in the Discretionary Wealth Management division. Fiona had many roles during her career at HSBC including head of Investment Trust Committee and regional head for the southern region working closely with clients and their advisers but her primary focus has always been on giving excellent service to her clients.