Your journey is unique, you need a financial plan and services to match

This webpage and enquiry form is for individuals impacted by the Infected Blood Inquiry

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Achieving financial freedom and peace of mind looks different for everyone — and helping you get there is our top priority.

Rathbones is one of the UK’s largest providers of bespoke investment and wealth management services for private clients. Dependant on your individual needs, our experts can create a road map to help you make confident, informed decisions, offer guidance that aims to protect and grow your wealth, and arrange your finances tax efficiently. 

Once you’ve completed the enquiry form below, a member of our dedicated team will be in touch with you directly to understand your goals based on your individual circumstances. By understanding who you are and what matters most to you, we can work together to create a financial plan that supports the best possible future for you.

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Meet our team

Luke Hesketh

Luke Hesketh

Senior Investment Director

Luke Hesketh

Senior Investment Director

London

I manage multi-asset portfolios and provide comprehensive financial planning advice as part of our Wealth Planning service, working with high net worth families, individuals, trusts, and charities. My approach is tailored to each client’s circumstances, focusing on portfolio construction, asset allocation, and investment management, while also considering appropriate holding structures and tax-efficient strategies.

I work closely with trustees, accountants, and solicitors to deliver integrated investment solutions across all aspects of a client’s financial life. This often includes the investment of excess savings, planning for retirement, or for families undertaking estate planning to mitigate Inheritance Tax.

Our recommendations are supported by our in-house research team, ensuring that each strategy is grounded in high-quality insights and adapted over time as personal circumstances and market conditions evolve. The goal is always to help clients achieve their long-term financial objectives with clarity and confidence.

Luke Hesketh
Perry Pearce

Perry Pearce

Wealth Planning Director

Perry Pearce

Wealth Planning Director

London

Find me on LinkedIn

I specialise in managing multi-asset portfolios and the delivery of Financial Advice as part of our Wealth Planning service.

My clients are typically individuals and business owners looking to invest excess savings, plan for their retirement, or undertake estate planning to mitigate Inheritance Tax. I also work with trustees, accountants, and private client solicitors to provide investment solutions for particular specialist client needs.

When providing investment recommendations I work closely alongside Rathbones' specialist in-house research team of financial analysts to deliver a tailored service for my clients. One of Rathbones' greatest strengths is our ability to combine such high-quality research in portfolio construction, alongside a bespoke planning approach to integrate your personal goals or values.

Perry Pearce

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