Saunderson House

Tony has over 26 years' experience advising clients on their financial planning.  He is a Chartered Financial Planner and Fellow of the Personal Finance Society , aswell as a Certified Financial Planner and a Chartered Fellow (Financial Planning) with the Chartered Institute for Securities and Investment.  Tony most enjoys helping clients and their families achieve peace of mind by explaining what can seem like complex issues in a simple way and helping them to understand how close they are to achieving their goals.  In his spare time, Tony enjoys spending time with his wife Nicole and children, Ethan and Olivia and escaping to the mountains, whenever he can, to pursue his passion for skiing and hiking.

William is a Chartered Financial Planner with the Chartered Insurance Institute, a member of The Society of Trustee and Estate Practitioners and a Fellow of the Personal Finance Society. 

He joined Rathbones in 2017 from Lansdown Place Wealth Management, where he spent time advising clients on all aspects of financial planning.

William has experience in providing independent financial advice to a wide range of individuals, families, trusts and business owners.  He helps his clients across a broad range of areas including protecting their wealth, investment and retirement planning, and succession and inheritance tax planning.

Yemisi is a Chartered Financial Planner and has been authorised to provide advice since 2012. She worked at Saunderson House for 16 years, having joined the firm following graduation from the University of Bristol with a degree in Economics and Management, prior to Saunderson House integrating with Rathbones Financial Planning in 2024. Yemisi holds the Advanced Diploma in Financial Planning and takes pride in providing an individually tailored service to her clients, to help clients achieve their long term objectives. 

Yemisi enjoys meeting with new clients, both during their careers to help them formulate a plan to build up the wealth required to provide for them in retirement, and also as they approach retirement to understand how the portfolio they have built up will provide them with financial independence. With many clients lacking the time to tend to their own financial matters given their hectic schedules, Yemisi prides herself on being extremely proactive and ensuring that no stone is left unturned, giving clients complete peace of mind.