Our financial planning team

I provide comprehensive and holistic Financial Planning advice to private clients, specialising in tax-efficient investing, retirement planning and estate planning strategies. It is important for me to first understand my client's long-term financial aspirations as well as their current circumstances. Once this has been established, I will then construct a bespoke financial plan that is designed to help them achieve their financial objectives.

Saskia is a Chartered Financial Planner and joined Saunderson House (now Rathbones Financial Planning) in 2019 after graduating from the University of Exeter with a degree in Mathematics and Economics.

Saskia enjoys working closely with her clients to help them identify and achieve their financial goals. Through advising on matters such as income planning, asset structuring, retirement planning, and estate planning Saskia aims to provide clients with peace of mind over their finances so that they can enjoy their wealth to the fullest. Outside of work Saskia enjoys going for long walks in the countryside, travelling and spending time with family and friends.

Scott is a Financial Planner and he provides holistic advice to private clients. He explores clients’ long-term goals and aspirations and develops a suitable financial plan considering their specific circumstances.

Scott started his career in financial services shortly after graduating from the University of Edinburgh. He worked with a small specialist financial advice firm based in Totnes in Devon. After returning north of the border, Scott has worked in boutique wealth management firms and has been advising private clients across Scotland.

He is a Certified Financial Planner™ professional. He holds the CISI Diploma in Advanced Financial Planning and the Diploma in Regulated Financial Planning from the CII. Outside of work Scott enjoys spending his time with his young family and looking after their two Miniature Dachshunds, Bella and Bonnie.

I provide comprehensive, fee-based financial planning advice to High Net Worth private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. 

I provide bespoke holistic financial planning advice to individuals, families, business owners and trustees by working closely alongside my colleagues and trusted connections.

Simon's specialisms centre around pensions, investments, and long term tax planning. His clients are largely made up of barristers at a variety of chambers across the Inns of Court and solicitors at firms such as Freshfields, Herbert Smith Freehills, and Stephenson Harwood. He also helps accountants, entrepreneurs and some retired folks.

Simon loves bringing order and simplicity to his clients’ financial affairs, giving them the peace of mind that we have considered everything that they would otherwise need to think about themselves. His aim is to free up their time to allow them to focus on their own work, families and personal interests. Outside of work, Simon’s attention is on his wife and three young children, and planning holidays to visit their family around the world. He also tries to squeeze in a healthy dose of test cricket and southern hemisphere rugby.

Stephanie is a Chartered Financial Planner with over 20 years’ experience in the Financial Services industry. After graduating from the University of Glasgow with BSc (Hons) in 2004, she started her career with Bank of Scotland where she trained and qualified as a financial planner. She laterally worked as an Independent Financial Adviser before joining Rathbones in early 2024.

Stephanie is passionate about building relationships with clients and helping meet their financial objectives through holistic financial planning.

Outside of work she enjoys going to the gym and is kept busy as a mum of twins!

As Managing Director of Financial Planning, I oversee the delivery of financial and wealth planning advice for Rathbones. With many years of experience in the wealth management industry, I remain passionate about helping clients to achieve their financial goals and ambitions which take into account not only their assets and investments but also their lifestyles, values and long term aspirations.

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.

Tim joined Saunderson House (part of Rathbones Group since 2021) after graduating from the University of Nottingham in 2004. A Chartered Financial Planner, Tim works with City professionals, entrepreneurs and families, assisting with all aspects of their financial planning and objectives. In his spare time Tim enjoys spending time with his young family and following Everton FC.

Tom is a Chartered Financial Planner with 17 years financial service industry experience, nine of which as an Independent Financial Adviser servicing clients with a broad range of individual needs. He joined Rathbones in 2020 and is working towards becoming a Fellow of the Personal Finance Society.

Tom specialises in holistic financial planning including retirement strategies, pension accumulation, tax-efficient investment, estate and inheritance tax planning, and financial protection.

Tom joined Saunderson House (SHL) in 2008 after graduating from Durham University with a degree in Economics.  In October 2021, he joined Rathbones Financial Planning following the acquisition of SHL. He is a Chartered Financial Planner (CII) and Chartered Wealth Manager (CISI), having completed his CII Advanced Diploma in Financial Planning and CISI Masters in Wealth Management qualifications. Tom is passionate about using his expertise to ensure that his clients can have complete peace of mind with regard to their financial planning and investment management needs, so they can focus on their own work, families and hobbies.  

Tom enjoys building long lasting relationships with clients and has experience of advising a broad spectrum of high net worth individuals and families (including partners of professional services firms, barristers, entrepreneurs and senior executives).  Outside of work, Tom is a keen sportsman and in particular enjoys playing tennis (and padel) and participating in the occasional endurance event.  However, more time seems to be spent coaching his two boys these days!