Saunderson House

Angela is primarily responsible for all Front of House duties including hospitality and dealing with switchboard calls. She also assists with co-ordinating meetings and events, supporting Investment Managers and general office duties. She joined Rathbones in 2011 having previously worked at Barclays Wealth (formerly called Gerrard Investment Management) as a secretary for 10 years. Angela has over 25 years secretarial and administration experience.

I joined Saunderson House in 2009 after graduating from Durham University with a degree in Economics.  I became a Chartered Financial Planner in 2014, and joined Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. I enjoy working closely with clients to help them achieve their objectives, and find the personal nature of the work extremely rewarding. Outside of work I enjoy keeping fit and active, and following the highs and lows of the England cricket team.
 

Ben joined Rathbones Financial Planning in 2017 and is a Fellow of the Personal Finance Society. He passionately believes in the value of tailored holistic financial planning and working with clients to help them achieve their lifetime objectives. Ben advises clients across a broad range of areas including wealth preservation, investment structuring, retirement planning as well as succession and inheritance tax planning. He takes a proactive approach to ensure clients are reassured that they are making the right decisions with their wealth.

Ben graduated from the University of York in 2009 with a BSc (Hons) in Environment, Economics and Ecology. Ben also has a Masters from the University of Leeds in Engineering Geology. He previously worked as an Environmental Manager on large national infrastructure projects before moving to Rathbones to pursue a career within Financial Planning.

Brad joined Rathbones as a financial planner in 2021 and provides specialist advice to clients and their representatives within Rathbones’ Court of Protection team. With over 10 years’ experience in helping clients to maximise and protect their wealth, he brings a range of experience from a variety of different roles and is passionate about helping clients to achieve all of their financial planning objectives.

Brad holds a master’s degree in Commercial Law from the University of Edinburgh and prior to this, lived in Denmark and Belgium where he gained a first class honours degree in European Business Management.

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.
 

Carly joined Saunderson House (SHL) in 2019 which became part of Rathbones Financial Planning in October 2021. She is a Chartered Financial Planner and a Fellow of the Personal Finance Society, specialising in helping families and professionals achieve their goals through personalised financial planning.

Carly aims to simplify the complexities of financial matters, ultimately guiding her clients towards financial independence. She is passionate about providing financial education. Outside of work she enjoys hiking, travelling and spending time with her family.

As a Wealth Administrator I work closely with the South West regional Financial Planning team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the client's Rathbones journey and beyond as their needs change. I am also here to help clients with any administration queries should they need assistance, and to provide an initial point of contact for the team.

My main role is to provide support to the financial planners in the office. I aim to free up as much of their time as possible so that they can concentrate on meeting and working with clients whenever needed. My day-to-day varies depending on the needs of the client.

Charlie joined Saunderson House (SHL) in 2007, which became part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Charlie advises on all aspects of financial planning, including long term strategy, investment portfolio construction, taxation and technical matters. He has experience in advising clients through the various stages of their life cycle and specialises in long-term cash flow forecasting. Charlie primarily advises current and former Partners of the largest law firms.

 As such, he has significant experience of the challenges and key objectives that apply throughout a career and life cycle. Starting with promotion to Partnership, when the transition from employed to self-employed status leads to a variety of challenges and planning opportunities. Moving through to the lead up to retirement and beyond, when the focus often shifts to understanding if financial independence has been achieved and how to gift to the next generation in a responsible manner. Outside of work, Charlie is kept busy by his young family and enjoys playing tennis and winter sports.

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.

Cheryl joined Rathbones in 2022 and has over 11 years’ experience in the industry having previously worked for the multi-family office Stonehage Fleming and LGT Wealth Management. Outside of Financial Planning, she has previous experience working as a Detective in the Metropolitan Police and currently volunteers for the RNLI.

Cheryl holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society. She was a finalist for Financial Planner of the Year - Scotland & NI in the Women in Financial Advice Awards 2024.

Cheryl is passionate about proving a holistic Financial Planning service to a broad spectrum of UK based private clients and families on matters including tax efficient structuring, pension planning, Inheritance Tax mitigation and intergenerational wealth transfer.

Chris has been helping clients for almost two decades, with a particular specialism in partners at PwC and other accountancy and law practices, as well as barristers and other city professionals. Chris has a Masters Degree in Economics from the University of Cambridge, is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Saunderson House (SHL) in 2007 and is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021.

He enjoys that each client is unique, with their own personal goals and wishes, and likes nothing more than working collaboratively to achieve them. He has a particular interest in the use of cash flow modelling to tailor a high-level roadmap for each client, which helps shape the strategy adopted in other areas. This typically includes helping clients decide how their families can be best protected, how to grow their portfolio, when they can afford to retire and how they can live the life they wish. 

Outside of work, Chris is a sports fanatic and enjoys many weekends playing hockey or softball, as well as hitting the ski slopes in winter. He is also a keen cyclist, having completed various multi-day international rides for charity. Chris also spent two summers teaching sports to children in the USA, before starting his financial planning career.