Services for current and retired EY Partners

Wealth management experts

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

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

We work with over 200 current and retired partners of EY and work closely with EY’s Risk Management - Independence and Tax teams. 

We have structured our portfolios so that the majority of clients need to add only one entry to the GMS, helping you to meet your independence requirements in a straightforward manner and limiting risk to you.

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

Chris Noble

Client Relationship Director

Chris Noble

Client Relationship Director

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.

Matt Chick

Associate Director

Matt Chick

Associate Director

I have been advising EY partners for c20 years and have a deep understanding of the partnership, its remuneration structure and GMS requirements.  I am passionate about providing expert financial advice and helping clients to meet their financial goals.  I look to combine strategic planning, tax planning and investment advice in the most effective way for each client.   I am a keen golfer, ever-optimistic Spurs fan and have two young children to keep me busy!

Caolan Gardner

Associate Director

Caolan Gardner

Associate Director

I joined Saunderson House in 2009 after graduating from Manchester Metropolitan University with a first-class Honours degree in Financial Services. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, having become authorised to provide regulated advice in 2012.  I became part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. I am passionate about providing expert financial advice with unrivalled levels of service and transparency. I look to fully understand my client’s motivations, goals and objectives before building a financial plan to focus on what is important to them.  I specialise in strategic planning and investment advice, helping clients to meet their financial goals. In my spare time I enjoy cooking and herding my two toddlers.

Alanah Fleming

Financial planner

Alanah Fleming

Financial planner

Alanah joined Rathbones in 2015 and has over 11 years’ experience in the industry having previously worked for Brewin Dolphin.  

She holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society.  She is also studying towards the Internationally recognised Financial planner TM certification from the Chartered Institute of Securities and Investment.  

Alanah is passionate about proving a holistic financial planning service including matters such as tax planning, Retirement income planning, Inheritance tax and estate planning.  

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.

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.
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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.

 

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