Services for current and retired Deloitte Partners

Your investment management experts

We provide individual investment and wealth management services for private clients, charities, trustees and professional partners.

Dedicated financial advice, investment and wealth management services for Deloitte Partners

We have your firm’s internal arrangements in place to work alongside your Partner Independence team and Partnership Tax team.

We are My Financial Provider Network (MFPN) approved and have developed a Deloitte Pre-Approved Investment Portfolio (DPIP) alongside a live data feed. This is a centrally monitored investment portfolio available to all Deloitte UK Partners and Directors. These investments include direct equity and bond investment as well as unit trusts, investment trusts and trackers. 

The DPIP should remove the need for updates within your portfolio. Your investments will always be fully compliant with independence requirements to provide you with the assurance of investing safely without concern of breaching any rules.

Our services

Rathbones Financial Planning provides bespoke financial planning for our clients, helping to put your wealth into the context of your long-term objectives. We offer first-class advisory capability, strong personal relationships and an emphasis on transparency of process and pricing.  

We are able to draw on Rathbones Investment Management’s extensive experience and expertise in managing your money, to ensure your future is planned for and protected. For wider wealth planning needs, we can draw from our in-house tax, trust and banking teams. Ethical investment services have been available through Greenbank Investments for over 20 years. Our fund division, Rathbone Asset Management, provide individual and multi-asset fund products.

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Meet our team

Natalie Rizzi

Investment Director

Natalie Rizzi

Investment Director

Natalie is an investment director and has been managing funds for private clients and trustees since 1993. She joined Rathbones in July 2000 from Close Brothers where she was director of Private Asset Management (formerly Rea Brothers). She spent most of her career at Rea Brothers starting off in foreign exchange and moving to the investment management department in 1989. Natalie passed her General Registered Representative exam in 1989 and has been a Diploma Member of the Chartered Institute for Securities and Investment since 1993.
Lawrence

Lawrence Mason

Financial Planning Director

Lawrence Mason

Financial Planning Director

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.

Lawrence
Charlotte Kennedy

Charlotte Kennedy

Chartered Financial Planner

Charlotte Kennedy

Chartered Financial Planner

Charlotte joined the firm in March 2010 and became a Chartered Financial Planner in 2015.Charlotte is keen to help clients achieve their objectives and enjoy their wealth to the fullest.  Charlotte’s aim is to give clients peace of mind that their financial affairs are being well taken care of so they can focus on their own personal goals.  Charlotte has a particular passion for promoting financial awareness across women and younger people. Outside of the office, Charlotte is a mum to two young girls and loves holidays and trips with friends and family.

Charlotte Kennedy
Henry Barnes

Henry Barnes

Investment Director

Henry Barnes

Investment Director

Henry is an investment manager who started his career at Brewin Dolphin before joining Rathbones in November 2016. He assists Natalie Rizzi in managing investments for a range of private client portfolios, trusts and pension funds. Henry is a Chartered Member of the Chartered Institute for Securities and Investment, having obtained the Investment Advice Diploma and the Chartered Wealth Manager qualification.

Henry Barnes
Jemima Chapman

Jemima Chapman

Assistant Investment Manager

Jemima Chapman

Assistant Investment Manager

Jemima joined Rathbones in October 2020 on the Graduate Scheme. She graduated with a first class degree in Management BSc from the University of Nottingham. Jemima assists Natalie Rizzi and Henry Barnes in managing investments for private clients, trusts and pensions.

Jemima Chapman
Max Folland

Max Folland

Financial Planning Director

Max Folland

Financial Planning Director

Max joined the firm in September 2008. An experienced Chartered Financial Planner, Max is passionate about helping clients achieve their financial and personal objectives.  This can range from tax-efficiently building a portfolio for retirement, to suitably provisioning for children’s education or analysing the affordability of lifetime gifts via a measured estate planning strategy. The majority of Max’s clients are time poor and he aims to provide the peace of mind that their financial planning needs are under control and being taken care of.  He mainly looks after clients at Deloitte, EY, Simmons & Simmons, other leading London based firms as well as entrepreneurs and those who have reached retirement.  In his spare time, Max’s main focus is his wife and two children. He also enjoys playing golf, travelling and coaching football for children.

Max Folland
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About Rathbones

Rathbones Group Plc is a FTSE 250 company listed on the London Stock Exchange. We are one of the UK’s leading providers of high-quality, personalised investment and wealth management services for private clients, professional partners, charities and trustees.

For generations, Rathbones has been entrusted to manage and preserve our clients’ wealth. We are committed to delivering long-term value for our stakeholders whilst considering any impacts our activities may have on society, people and the environment.

The pillars of our programme - responsible investment, our people, society and communities, and our environmental impact - position us to influence the trends we face as an investor and as an active member of the societies and communities in which we operate.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward.

Our ambition is to be recognised as the UK's most responsible wealth manager.

Contact us

We have your firm’s internal arrangements in place to work alongside your Partner Independence team and Partnership Tax team. 

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