Our people

Ross joined Rathbones in July 2019 following the integration from Speirs & Jeffrey. He assists two Investment Director 

colleagues with the management of private client portfolios. Prior to starting with Speirs & Jeffrey in 2017, Ross worked for Barclays Wealth
Management as a team senior in an operations role. His financial career began with Scottish Friendly Assurance.

Promoted to his current role in April 2022, Ross holds the CISI Investment Advice Diploma and is progressing towards the CISI Chartered Wealth Manager qualification.

Jake works alongside David Shepherd, Christopher James & George Steger in the day-to-day running of investment portfolios on behalf of private clients, trusts, companies and charities. He joined Rathbones in 2018 having graduated with an MSc in Economics from the University of Kent.

Jake is a member of the Chartered Institute for Securities & Investment (CISI) having completed the Chartered Wealth Manager qualification and Investment Advice Diploma.

Lawrence joined the financial services industry in 1998 after reading Law at University, and having initially set out to train as a pilot.  Following a decade as the leading financial and investment adviser at a major private bank, a further 10 years as Director of a specialist Independent Financial Advisory firm, and having completed an investment weighted MBA and external study on wealth management for professionals, he now continues his career as Financial Planning Director at Rathbones. Lawrence has developed a specialism in advising partners of the leading law firms, the ‘Big Four’ and private equity firms, alongside business leaders, and aims to provide holistic support, guidance and advice to all generations of a client’s family.  As a chartered adviser that builds strong bonds with his clients, and works with them through all of their life stages, Lawrence is able to build a true understanding of his clients’ individual needs and objectives, and use his experience to build a financial plan that ensures the right decisions are made at the right time, and that goals are not just met but exceeded. Away from work, Lawrence’s spare time is devoted to his young family, a passion for motor cars, playing the organ and a continued association with CASS Business School.

Adam is an investment manager and has worked in private client investment management since 2011. He joined Rathbones in 2017 having previously worked at Redmayne-Bentley.

Adam completed a Masters in Wealth Management in 2017. This is the highest qualification the Chartered Institute for Securities and Investment offers. He graduated from University in 2008 with a 2:1 degree in Business Management with Finance and Economics.

Adam specialises in discretionary investment management for private clients, trusts, charities and personal pension funds (SIPPs). 

Rupert joined Rathbones in 2021 as an investment manager, having started his career with WH Ireland in 2010. He specialises in the management of bespoke private client, pension, trust, charitable and institutional portfolios.

Rupert graduated from the University of Bristol with a degree in Economics, is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the designation Chartered Wealth Manager, following completion of the level 7 Chartered Wealth Manager qualification. He is also a member of the Guild of Investment Managers.

Rupert was named as one of Citywire’s Top 100 Wealth Managers in 2019.

Tom is a graduate of Durham University, where he studied Economics. He joined Rathbones in 2014, spending two years in Operations and a year on the Dealing desk before moving into investment management.

Tom now works with Joanna Pennington-Jones in the management of portfolios, primarily for private clients, pensions and Trusts.

​He is a Chartered Fellow of the Chartered Institute of Securities & Investment (CISI), having attained the Chartered Wealth Manager qualification, in which he won an award for exam performance. He is also a CFA Charterholder, having passed all three levels on the first attempt and scored in the top decile of candidates for level I.

Daniel is an Investment Manager and joined Rathbones in 2018. He graduated from the University of Hertfordshire and achieved a first class honours degree in Mathematics (BSc).

Daniel is part of a team that manages over £1.5bn in assets for private clients, charities and trusts.

He is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the Level 7 Chartered Wealth Manager (CWM) qualification and the Level 7 Diploma in Advanced Financial Planning.

Daniel also sits on the CISI’s Qualifications Assessment Board (QAB), which evaluates the process for upcoming candidates studying toward a CISI chartership.

In his spare time, Daniel is always keen to get outdoors in the Kent countryside and enjoys all things sports-related.

I head up our Sheffield office and work closely with a multitude of different clients, including private clients, trusts, charities and clients of financial advisers. My focus is very much on establishing and maintaining long-term relationships and ensuring that our office continues to deliver high service standards.

Brad joined Rathbones as a financial planner in 2021 and provides specialist advice to clients and their representatives within Rathbones’ Court of Protection team. With over 10 years’ experience in helping clients to maximise and protect their wealth, he brings a range of experience from a variety of different roles and is passionate about helping clients to achieve all of their financial planning objectives.

Brad holds a master’s degree in Commercial Law from the University of Edinburgh and prior to this, lived in Denmark and Belgium where he gained a first class honours degree in European Business Management.

Richard began his career with Rathbones Trust Company in February 2023 as a Trust Administrator. He is a graduate of BA History from the University of Northampton, and has previous professional experience in the property industry.

Richard's role is to support the case managers within Rathbones Trust Company to ensure that our clients’ needs are met.

I work with a team managing discretionary portfolios for a range of clients including private clients, pension schemes, trusts and charities. I am a Chartered Fellow of the Chartered Institute of Securities & Investment and hold the Chartered Wealth Manager qualification.  

I work as part of a team that provide discretionary and advisory management services to private clients, trusts, offshore bonds, charities and personal pension schemes. As well as dealing directly with clients, we work in conjunction with professional intermediaries. My focus is on personal service and really understanding the needs that you have and what you hope to achieve from your Investment. It is only once we understand these details that we can consider how best to structure your investment strategy.