Our financial planning team

Nick joined Saunderson House (SHL) in the Summer of 2011 and has progressed through the graduate programme, becoming authorised to provide Financial Advice in 2019.  He is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Nick enjoys working closely with an incredibly wide variety of clients from different professions and backgrounds.  He particularly enjoys building personal relationships with clients and their families and helping guide them in making the right savings and investment choices as they look to build towards and later enjoy retirement. Outside of work Nick is a keen fan of golf and football and enjoys travelling with his young family.
 

I joined Saunderson House (SHL) in 2008 as part of the graduate trainee programme, following the completion of an MPhil in Social and Economic History from the University of Oxford. I am now a Chartered Financial Planner, a Fellow of the Personal Finance Society, and have been part of Rathbones Financial Planning since the acquisition of SHL in October 2021. 

I have been authorised to provide advice directly to clients since 2012, and for much of my career took on a technical role alongside managing client relationships. 

For my clients I am responsible for providing a combination of strategy, technical advice and investment planning. I have a particular specialism in estate planning, having obtained a diploma from the Society of Trust and Estate Practitioners (STEP). 

Outside of work, my time is spent with my wife and two children, with my weekends taken up coaching their various sports teams.

I am a member of the Financial Planning Team, based in Belfast and have expertise in all aspects of Financial Planning and Wealth Management. I thoroughly enjoy working with our clients in providing them with solutions to their financial planning needs.  My primary focus is on gaining a comprehensive understanding of my clients’ personal circumstances, their life plans, financial objectives and risk appetite; in order to construct a tax efficient and sustainable financial plan tailored to achieve their financial goals. And thereafter, providing ongoing financial advice ensuring that they can respond to changing circumstances as they occur. 
 

Paul has 20 years of experience in the financial services industry and has achieved Chartered status. Paul is passionate about helping clients meet their financial planning goals as tax efficiently as possible and specialises in retirement and estate planning. Outside of his professional life, Paul enjoys spending time with his family, taking long walks with his Cocker Spaniel, Mona, running, swimming and trips away whenever possible.

Paul has worked in financial services since completing his degree at Queens University Belfast. He has since completed various qualifications and is a Chartered Fellow of the PFS; a Fellow of the CISI; and a Certified Financial Planner™. 

Paul began working at Rathbones in 2018 and is a Financial Planning Director & Team Leader of the Belfast Financial Planning team. Paul is also Chair of NI PFS Committee. 

In his spare time, he likes to spend time with his family, enjoys dining out with friends, and plays squash.

Paul is a Chartered Financial Planner with over 25 years’ experience.

He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.

Paul is a member of the personal injury and Court of Protection team, providing financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.

In his spare time he is a director for Cranleigh Riding for the Disabled.

Peter joined Saunderson House (now Rathbones Financial Planning) in 2001, having read Economics at university.  He is a Charted Financial Planner who has been authorised to provide advice since 2004, specialising in private client advice.  Outside of work he is married with two daughters and son who keep him busy, though he is also a keen sportsman and enjoys travelling.

Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.

Philip previously worked at the Private Bank C. Hoare & Co, joining Rathbones in August 2016. He is a Chartered Financial Planner and a Chartered Member of the Chartered Institute for Securities and Investments.

Prem joined the Saunderson House after completing his undergraduate degree in Accounting and Finance at the University of Warwick in 2009, and his postgraduate degree in Investment Management at Bayes Business School in 2010. As well as assisting clients, he has previously held several other roles, including running projects, supervising advisers, and being a member of our Technical Team. His sole focus now is on advising clients and he was awarded Chartered status in 2015. Prem enjoys the intricacies of understanding client’s individual needs and objectives and working with them to help them achieve their financial goals and peace of mind. Outside of work Prem enjoys spending time with his son and wife as well as hiking and travelling.

Rebecca joined Rathbones in 2024 and leads a Financial Planning division based in London.

Previously Rebecca led the Financial Planning team at Brown Shipley and advised clients on all aspects of financial planning.

Rebecca is a Chartered Financial Planner, Fellow of the Personal Finance Society and Chartered Fellow (Financial Planning) of the CISI.

Richard is a Chartered Financial Planner and has over 10 years’ experience in financial planning and wealth management. He previously worked as an associate director at Coutts Private Bank where he provided holistic financial planning advice to high net worth individuals and their families. 

He believes in a tailored approach and builds long-lasting relationships with his clients, helping them to plan for the future and achieve their goals. He has experience in all areas of financial planning, including tax-efficient investing, retirement planning, financial protection and estate planning.

Richard is highly qualified, having also achieved the Certified Financial Planner and Chartered Wealth Manager accreditations. He is a Fellow of the Personal Finance Society and the Chartered Institute for Securities and Investment.

Richard is a graduate of the London School of Economics and has been working within the financial services industry since 2007. Since joining Rathbones in January 2009 he has successfully obtained Chartered status and is now a Fellow of the Personal Finance Society.  Richard provides holistic financial planning to high net worth clients and has extensive knowledge and experience in advising clients on: their pensions and meeting specific retirement objectives; structuring investments to maximise tax efficiency; protecting themselves and their families in the event of death or long-term illness; estate planning and the mitigation of inheritance tax.