Our financial planning team

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.

Chris joined Rathbones from a national independent financial adviser and as well as being a Chartered Financial Planner is a Fellow of the Personal Finance Society. Chris has been advising individuals and businesses since 1998 on investment, pension and inheritance tax. His areas of specialism include the planning relating to drawing benefits from pension plans and the use of trusts as part of family financial planning. Chris ensures that all of his clients examine all areas of financial planning to help them and their families plan in an ever-increasing complex world.

Colin joined Rathbones in November 2024 as an Associate Financial Planning Director. He specialises in providing personalised advice to private clients, with a particular focus on retirement planning and estate planning.

Colin takes a people focused approach and enjoys building a financial plan that prioritises what’s important to clients to enable them to achieve their financial goals.

Colin began his career in Financial Services in 2007 and has worked for a variety of organisations including Aegon, Aberdeen and Evelyn Partners. Colin has been advising clients for several years and is a Chartered Financial Planner. Outside of work, most of Colin’s time is spent with his wife and three young children. When not spending time with his family, he enjoys regular exercise and supporting his local football team.

Connor joined Rathbones in 2024 and is a Financial Planner, supporting private clients with personalised financial planning to help them achieve their long-term goals. He has been working in financial planning since 2019, developing his skills and knowledge through roles focused on investment planning, retirement strategy, and estate planning. Before joining Rathbones, he worked at a regional Wealth firm in Henley-On-Thames where he managed a wide range of client relationships.

Connor holds a degree in Business with Sports Science from the University of Oxford Brookes and Diploma in Regulated Financial Planning. He is currently studying towards Chartered Financial Planner status.

Connor enjoys his downtime gardening on his allotment, playing rugby for National 1 team Rams RFC, and travelling to experience local food, drink and culture. He also enjoys cooking, baking, and walking his whippet Twiggy with girlfriend Amber.

Dan joined Saunderson House (since merged with Rathbones) in 2007, having spent 3 years working at Prudential in their Bulk Annuities department. Having graduated from the University of Manchester with a B.A. in Economics and Business Studies, Dan completed the relevant exams through the Chartered Insurance Institute to become a Chartered Financial Planner in 2012.

Dan enjoys helping clients with all areas of financial planning, and finding solutions for a wide array of concerns that clients may have. Dan is particularly interested in advising clients on how they can use their overall portfolio to provide the level of income that they require in retirement, whilst also planning to pass on assets tax efficiently, through cashflow forecasting. Outside of work Dan enjoys travel, keeping fit, following Reading FC and socialising with friends and family.

I provide long-term advice and work closely with my investment management colleagues to deliver a comprehensive and professional wealth management service to both existing and new clients. My specialist areas of financial planning advice include inheritance tax, pensions and other tax-efficient investment structures, as well as guidance regarding a client's overall wealth. I'm responsible for advice relating to significant funds under management.

David is a Chartered Financial Planner and Fellow of the Personal Finance Society. He joined Rathbones in April 2016 from the multi-family office Stonehage Fleming. David began his financial planning career in 2004 and over that time has provided effective counsel to a varied portfolio of wealthy individuals and families. He has a large professional network and works hard to ensure his clients receive the best possible outcomes and ongoing service.

David has been recognised as one the UK’s leading HNW Wealth Managers in the Spear’s 500, is highlighted on the Citywealth Leaders List and earlier in his career was named in Private Client Practitioner’s Top 35 under 35 on three occasions. He was awarded the inaugural Spear’s ‘young turk’ Wealth Manager of the Year title in 2012.

I am a Chartered and Certified Financial Planner with extensive experience in providing comprehensive financial planning advice to individuals and families, in the areas of wealth structuring, tax efficient investing, retirement planning, intergenerational and estate planning. With a deep understanding of the financial services industry, I am dedicated to helping clients achieve their financial goals by creating bespoke strategies that address their unique needs and circumstances.With over 20 years' experience within the industry, I have a thorough understanding of the complex regulations and laws that govern these areas, allowing me to provide clients with the highest level of advice and guidance.

Dean is a financial planner based in Bristol, with over 10 years’ experience in the industry and has been with Rathbones since 2021. Dean provides holistic financial planning advice to individuals, families, trusts and business owners, assisting them in planning for and achieving their financial goals.

Dean is experienced in all aspects of financial planning, including investment structuring and tax efficiency, retirement planning and income strategy, in addition to protection, estate, and inheritance tax planning.

Outside of work, Dean embraces an active and healthy lifestyle, enjoying everything from cycling the surrounding Bristol countryside in the summer, to skiing in the Alps over the winter. Dean loves to be outdoors, to travel and explore new destinations, along with attending gigs of his favourite artists.

I studied Economics and Mediaeval History (MA Hons.) at the University of St Andrews, graduating in 2010.  I started my career in financial planning at Saunderson House in 2011, becoming part of the Rathbones Group when the business was acquired in 2021. I am a Chartered Financial Planner and became authorised to provide financial advice in January 2016.  I work closely with a wide variety of clients from different backgrounds.  I enjoy getting to know my clients, and helping them formulate a strategy to realise their financial goals.   Outside of work, a lot of my time is devoted to my young family.  I am a keen fan of rugby, golf, football and scuba-diving and enjoy travelling.
 

Ed Boswell is a Chartered Financial Planner dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With a 1st class honours degree in Accounting and Finance from Bristol Business School, Ed has been providing personalised advice to clients in Bristol and the South West since 2015.

Beginning his career at Hargreaves Lansdown in 2011, Ed joined Rathbones in 2022. He brings expertise in areas such as protecting wealth, investment and retirement planning, succession and inheritance tax planning, and working with entrepreneurs to plan for their future, all while respecting clients' values and priorities.

In his role at Rathbones, Ed is committed to understanding his clients' aspirations and providing holistic financial planning advice that aligns with their ethical and ESG preferences. His focus on building lasting relationships enables him to support clients through every stage of their financial journey, helping them make informed decisions and reach their goals

Ed is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having joined Saunderson House 20 years ago and moved to Rathbones in 2022, he is also an authorised Pension Transfer Specialist. Ed specialises in the provision of strategic financial planning, working with clients to build and execute their plans to achieve financial independence, with a focus on the bigger picture as well as the smaller details.

Ed loves it when a plan comes together and gets satisfaction from helping clients achieve their long-term goals. Away from work, Ed enjoys holidays and weekends with his wife and their three children.