Services for current and retired KPMG 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 KPMG Partners

We look after almost 300 current and retired Partners and have your firm’s internal arrangements in place to work alongside your Partner Independence team and Partnership Tax team. 

We have developed a KPMG Whitelist of pre-approved and centrally monitored investments available to all KPMG UK Partners and Directors. These investments include direct equity and bond investment as well as unit trusts, investment trusts and trackers.

The Whitelist should remove the need for KICS updates within your portfolio with only one ‘Rathbones’ entry required and furthermore, within these agreements, 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

Tim Shaw

Investment Director

Tim Shaw

Investment Director

Tim joined Rathbones in 2018 as an investment director. He is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma. Tim graduated in 2000 with a bachelors in Mechanical Engineering and after a brief period in the military, started his investment management career in 2002. Tim spent equal time at Charles Stanley and Killik before joining HSBC Global Asset Management in 2011 where he was the regional head for London representing Discretionary Wealth Management. Throughout his investment management career, Tim’s focus has been on investments for private individuals, their pensions and family trusts.

Leanne Wong

Financial Planner

Leanne Wong

Financial Planner

Leanne is a Chartered Financial Planner and has been authorised to provide advice since 2017. Leanne has worked in the financial services industry since 2008.  For over eight years she worked at a City based independent financial adviser firm where she first understood the positive impact that financial advice could have on people’s lives. She joined Saunderson House (SHL) in 2020 as a Chartered Financial Planner which is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Leanne has extensive experience of advising high net worth clients including small to medium business owners, entrepreneurs, partners of professional firms, retired clients and their families. Leanne prides herself in her strong client relationships and is passionate about helping clients achieve their long-term goals. She enjoys meeting and finding out more about her clients in order to create bespoke client solutions utilising tax efficient financial planning. Away from work, Leanne can be found cooking and visiting restaurants which she believes is the best way to spend time with friends and family.  She also likes visiting art galleries, practicing yoga and travelling when she can.

Carly Pullinger

Associate Financial Planner

Carly Pullinger

Associate Financial Planner

Carly is an Associate Financial Planner and has spent the last four years as part of the team at Saunderson House providing advice to KPMG partners. From this she has an in depth understanding of the partnership structure and the KICS system. Carly joined Saunderson House in 2019 after completing an LLB Law Degree and spending time as a paralegal. She has since achieved the Advanced Diploma in Financial Planning and is studying towards Fellowship of the Personal Finance Society.

Lee Barter

Investment Manager

Lee Barter

Investment Manager

Lee Joined Rathbones in 2011 as an Investment Manager. He manages investments for a range of private clients, pension funds, Trusts and Charities. Prior to joining Rathbones from Barclays Wealth, Lee has over 15 years’ experience within the private client investment management industry and has worked at Blackrock in the Charities division and managed private client portfolios for a number of years at Investec. Lee is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the CISI Diploma in Investment Management. Lee is also a member of the Rathbone Collective Committee, specialising in Asia, Emerging Markets and Commodities.

Sam Lansdowne

Investment Manager

Sam Lansdowne

Investment Manager

Sam joined Rathbones as an Investment Manager in January 2022. He is a CFA Charterholder, a Chartered Fellow of the Chartered Institute for Securities & Investment and he also holds the CISI Level 6 Diploma. Sam has been managing multi-asset portfolios for a wide range of private clients, pension funds, trusts and charities since joining the industry in 2013. He now specialises in working with financial advisers and their clients. Sam holds a BEng in Civil Engineering and an MSc in Finance.

Camilla Stephens

Assistant Investment Manager

Camilla Stephens

Assistant Investment Manager

Camilla is an Assistant Investment Manager supporting Tim Shaw, Lee Barter and Gary Smith in managing investment portfolios for private clients, pensions and trusts. Camilla joined Rathbones in 2020 as part of the Graduate Programme. Within her time on the programme she has obtained the Chartered Institute for Securities and Investments (CISI) Level 4 Investment Advice Diploma. She is currently studying towards the Chartered Financial Analyst (CFA) qualification, having successfully completed CFA Level 1.

Nick Field

Financial Planner

Nick Field

Financial Planner

Nick joined Saunderson House (SHL) in 2007 as part of the graduate trainee programme and is now a Financial Planning Director and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Within his role he is responsible for managing clients’ overall financial planning matters, consulting with them on issues of strategy, technical matters and the construction of investment portfolios. Nick particularly enjoys the interaction with clients and helping to guide them through the various different phases of their careers and into financial independence, meaning that they no longer have to worry about their finances. Nick also specialises in long-term cash flow forecasting, enabling clients to (amongst other things) assess the level of risk they need to take to achieve their financial goals or even to decide when they can afford to retire. Outside of work, Nick enjoys travelling and both playing and watching sports.

Olly Cheng

Financial Planning Director

Olly Cheng

Financial Planning Director

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 and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. I have been authorised to provide advice directly to clients since 2012, and for a lot of my career took on a technical role alongside managing client relationships. For my clients I am responsible for their overall financial planning, 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 me weekends taken up coaching their various sports teams.
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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. We have developed a KPMG Whitelist of pre-approved and centrally monitored investments available to all KPMG UK partners and directors. Please fill out the form below to get in contact with our team.

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