Saunderson House

My role is to develop, manage and build consistency within our Paraplanning and Support Teams, who are responsible for preparing technical analysis and reports, implementing recommendations, maintaining compliant files and preparing annual reviews for our clients. I look to install a passion in the teams I work with to fulfil their potential and have the desire to want to deliver extraordinary service as standard.

I provide bespoke financial planning advice to private clients, specialising in retirement planning, estate planning and tax planning.

Margaret is an Assistant Investment Manager at Rathbones, working alongside Nicholas Darke and David Sylvester to manage investments for discretionary and advisory client portfolios. She joined Rathbones in 2022 through the Investment Management Graduate Scheme.

Margaret holds an LLB Law degree from the University of Birmingham, which she earned in 2017, and a Master's degree in International Corporate Finance obtained in 2018.

Matt has been with Saunderson House since 2005, having graduated from Exeter University. He is a Chartered Financial Planner.

Matt’s focus has always been on the client-facing side of the role and it is speaking to and meeting with clients that he most enjoys. Matt specialises in helping clients to put their wealth into context, plan their futures and enjoy their wealth to the fullest. This will usually help answer questions such as; when can I afford to retire, how much do I need to have saved to do so, how much can I afford to spend each year and can I afford to make gifts to my children.

Ensuring clients build their wealth in the most tax-efficient way, in the most appropriate products and with the appropriate investment strategy are key to the role. Given how busy most clients are, Matt’s focus is on ensuring they receive clear, concise advice and on providing a proactive service.
In his spare time Matt is a keen golfer, enjoys travel and is an ever-optimistic Spurs fan.
 

Following completion of his BSc in Economics at the LSE and a successful Summer internship at Saunderson House (SHL), Matt joined permanently in 2014 as part of the graduate trainee programme and is now a part of Rathbones Financial Planning following the acquisition of SHL in October 2021.  Matt has completed the Advanced Diploma in Financial Planning, and was subsequently awarded Chartered status in 2018.

Matt enjoys working with an incredibly wide variety of clients from different professions and backgrounds.  He particularly enjoys building personal relationships with clients and their families as they navigate changes in life stage and circumstances.

Matt is married to Naomi and they have a very young daughter.   They are actively involved with their church and enjoy going for long walks.

Matt is a Chartered Financial Planner with a First-class degree in Economics and Finance. He passionately believes in the value of providing clients with tailored holistic financial planning and working with clients to help them to make informed decisions and achieve their lifetime objectives. He advises clients on a broad range of areas including tax efficient investment structuring, pension and retirement planning, and succession and estate planning. Outside of work, Matt is a keen American Football player for as long as his body allows and enjoys watching NBA and NFL games when they are on at a reasonable time of the day.
 

Max joined the firm in September 2008. An experienced Chartered Financial Planner, Max is passionate about helping clients achieve their financial and personal objectives.  This can range from tax-efficiently building a portfolio for retirement, to suitably provisioning for children’s education or analysing the affordability of lifetime gifts via a measured estate planning strategy. The majority of Max’s clients are time poor and he aims to provide the peace of mind that their financial planning needs are under control and being taken care of.  He mainly looks after clients at Deloitte, EY, Simmons & Simmons, other leading London based firms as well as entrepreneurs and those who have reached retirement.  In his spare time, Max’s main focus is his wife and two children. He also enjoys playing golf, travelling and coaching football for children.

I provide high quality financial planning and investment advice to private clients.

Michael is a Chartered financial planner who joined Rathbones in 2018. He passionately believes in his work and takes huge satisfaction from bringing security and peace of mind to people that want to grow and protect their wealth.

He has almost 10 years’ industry experience, over which time he has helped clients at all stages of life plan positively for the future. This includes (but is not limited to) tax-efficient investing, pension and retirement planning and inheritance tax planning. Michael takes a thoughtful and hard-working approach, bolstered by strong technical knowledge and a desire to deliver the best results for his clients.

Michal Hall joined Rathbones in 2025 as a Paraplanner based in the Guildford office. She works closely with Financial Planners and the Wealth Administration team to produce tailored financial reports for clients. Michal began her career in South Africa, where she spent a decade developing her expertise in Paraplanning before relocating to the UK two years ago to continue in the profession. She holds a BSc Hons in Mathematics from the University of York (UK), a Postgraduate Diploma in Financial Planning from the University of the Free State (SA), and a Level 4 Diploma in Investment Advice from the CISI (UK). 

Michal is also a Certified Financial Planner™ professional, reflecting her commitment to high standards and technical excellence in financial planning.

Myles is a financial planner based in the North West and has been with Rathbones since 2018. He is a graduate of the University of Liverpool, with a first class honours degree in International Business. He provides bespoke financial planning advice to individuals at various stages in their life, focusing on tax-efficient investments, retirement and estate planning. Myles also prepares detailed long-term cashflow forecasts to help his clients understand how their wealth can shape their future and enjoys providing the reassurance that people can achieve their goals.

For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.