Services for current and retired RSM Partners

Wealth management experts

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

An office worker walks between buildings in the city, their figure reflected on the glass of the buildings around them

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

We look after hundreds of current and retired partners across the Big 4 and leading London accountancy firms, and we understand your firm’s internal arrangements, which enable us to work alongside your Partner Independence team and Partnership Tax team. 

How we help you and your clients

We work with accountants, lawyers and other professionals excelling in their careers. Whether you're looking for wealth management advice for yourself, or your clients, we can provide expert support in the most complex financial matters. Find out more here.

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Meet our team

Tim Fuller

Tim Fuller

Senior Financial Planning Director

Tim Fuller

Senior Financial Planning Director

Tim specialises in advising Partners in the leading accounting and law firms in the City, working with clients on all aspects of their personal financial planning and investment management arrangements, and has worked in this field since 2004 (initially with the firm Saunderson House until its acquisition by Rathbones in 2021). A Chartered Financial Planner, Tim has expertise in all aspects of the financial planning journey and requirements relevant to Partners, and a deep understanding of their career cycle and the specific requirements and challenges faxed, such as internal independence rules. In his spare time Tim enjoys spending time with his young family and following Everton FC.

Tim Fuller
Jessica Nelson

Jessica Nelson

Financial Planner

Jessica Nelson

Financial Planner

Jessica is a Chartered Financial Planner and joined Saunderson House, now Rathbones Financial Planning, in March 2020. Jessica enjoys helping clients to achieve their long term goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jessica works with clients on a holistic basis, helping to plan for their future through wealth accumulation, tax planning and mitigation, retirement planning and estate and inheritance tax planning. Jessica studied Law at the University of East Anglia (UEA) and has completed the Advanced Diploma in Financial Planning.

Outside of the office, Jessica enjoys playing tennis, travelling with family and friends and long dog walks whilst battling the British weather.

Jessica Nelson
Lucy Heath Thompson

Lucy Heath Thompson

Financial Planning Director

Lucy Heath Thompson

Financial Planning Director

As a Financial Planning Director, Lucy specialises in helping individuals and families plan confidently for the future through tailored retirement, estate and tax planning advice. With over 20 years in financial services, including a decade at Investec and now Rathbones, Lucy has extensive experience supporting clients through a wide range of financial challenges and opportunities.
Lucy studied Financial Services at university and holds the Fellowship qualification from the Chartered Insurance Institute (CII), reflecting the highest level of professional achievement.

She lives in Islington with her husband and two young boys. Outside work, family life keeps her busy, and she is a keen Arsenal supporter.

Lucy Heath Thompson
Alex Race

Alex Race

Financial Planner

Alex Race

Financial Planner

Alex joined the firm after graduating from King's College London with a degree in History. As a Chartered Financial Planner and former Head of the New Business team, he has extensive experience working with a wide range of clients, from business owners and professionals to high-net-worth families with complex planning needs. Alex is passionate about developing long-term relationships with clients and their trusted advisers. He works closely with accountants and other professional partners to deliver financial planning, ensuring tax, investment, retirement and succession planning strategies are aligned to help clients achieve their objectives efficiently and effectively.

Alex Race
Nic Mitchell

Nic Mitchell

Investment Director

Nic Mitchell

Investment Director

Nic is an investment director having joined Rathbones in January 2024. He specialises in managing portfolios for private individuals, pension funds, trusts, and companies. He enjoys building long-term relationships with clients to meet their objectives whilst providing the best possible service.

Nic graduated from the University of Manchester before embarking on a career in finance. Nearing 20 years of industry experience, he most recently worked as an investment director at Brown Shipley.

Nic Mitchell
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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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