Saunderson House

Having graduated from The University of Exeter in 2011, I began my career in financial planning with Saunderson House (SHL) as part of the graduate trainee programme in 2011, achieving Chartered Status in October 2017.  I spent 18 months away from financial planning, working with a range of financial planners from the provider side, as an account manager with Standard Life (now ABRDN), before returning to Saunderson House (now part of Rathbones Financial Planning following the acquisition of SHL in October 2021) in January 2020, having widened my knowledge of the Financial Planning landscape. 

My clients include both current and former partners of accountancy and law firms, navigating the specific compliance requirements that their needs require, whilst ensuring their financial planning needs (including retirement, tax and estate planning) are met.  I enjoy the peace of mind that competent financial planning can provide to clients whose busy lives require their attention elsewhere. Outside of work, I previously played competitive rugby having plied my trade at the National 2 level for the 2019/20 season with Sutton & Epsom RFC.  I also enjoy the cinema and travelling (admittedly where I have my way, this usually has a sporting event that the trip is planned around).
 

John graduated from the University of Southampton with a joint-honours degree in Economics and Politics and subsequently joined the financial planning industry in 2007. Since then, John has completed the Advanced Diploma in Financial Planning, becoming a Chartered Financial Planner in April 2012. John is passionate about providing excellent wealth management and financial planning advice, delivered professionally with the highest level of customer care. 

He particularly enjoys helping clients navigate periods of financial instability or change in their lifetime, such as the decision to adopt a different career path or retire, or through assisting clients with the financial consequences of a family bereavement. Away from the office, John enjoys staying healthy by playing tennis and is a fan of spectator sports. He is also actively involved in his local church.
 

I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.

Kindar joined Rathbones in 2019 with over 20 years’ experience.

Kindar is one of a relatively small number of advisers in the UK to hold both the Chartered Financial Planner designation from the Personal Finance Society and the internationally recognised Certified Financial Planner Certification from the Chartered Institute for Securities and Investment. She is also a qualified financial neutral through Consensus Collaboration Scotland which allows her to act in collaborative divorce cases.

Kindar is very experienced in providing clients with a holistic financial planning service including advice on matters such as tax efficient wealth structuring, retirement income planning, inheritance tax and estate planning. She has a particular interest in cashflow modelling and providing clients with the peace of mind to live their lives the way they want, unburdened by financial worries. Kindar is passionate about the benefits financial planning can offer clients and she truly enjoys being involved in a clients’ financial planning journey and the peace of mind it can bring.

I joined the graduate program at Saunderson House (now Rathbones Financial Planning) in 2014, after graduating from the University of Manchester with a first class degree in International Management. I achieved Chartered status in 2018.  I enjoy working closely with my clients, helping them identify their short and long term financial objectives, and providing the strategic financial planning that guides them in understanding how their wealth can translate into reaching financial independence.

Kirstie joined Rathbones in February 2013 to assist in establishing the Newcastle office. Previously she spent over 25 years working for Lloyds Private Banking and Lloyds TSB Independent Financial Advisers. Kirstie is part of the specialist personal injury and Court of Protection team at Rathbones and has advised deputies and trustees in this area for over a decade.

Kirstie qualified as a Chartered Financial Planner in 2007 and became a Fellow of the Personal Finance Society in 2008.  She specialises in the provision of holistic financial planning to high-net-worth individuals.

Laura is a financial planner based in the London office. She joined Rathbones in 2017, with over 10 years’ experience in the industry. She has previously worked for a number of large financial institutions including Canada Life and Succession Group.

Laura holds Chartered Financial Planner status and is an associate member of the Personal Finance Society. She specialises in providing holistic financial planning to a wide range of clients, advising on matters such as income and asset structuring, retirement planning and estate planning. Laura’s aim is to understand what is truly important to her clients, and to help them achieve their goals, ultimately providing them with peace of mind over their finances and future. 

Lawrence joined the financial services industry in 1998 after reading Law at University, and having initially set out to train as a pilot.  Following a decade as the leading financial and investment adviser at a major private bank, a further 10 years as Director of a specialist Independent Financial Advisory firm, and having completed an investment weighted MBA and external study on wealth management for professionals, he now continues his career as Financial Planning Director at Rathbones. Lawrence has developed a specialism in advising partners of the leading law firms, the ‘Big Four’ and private equity firms, alongside business leaders, and aims to provide holistic support, guidance and advice to all generations of a client’s family.  As a chartered adviser that builds strong bonds with his clients, and works with them through all of their life stages, Lawrence is able to build a true understanding of his clients’ individual needs and objectives, and use his experience to build a financial plan that ensures the right decisions are made at the right time, and that goals are not just met but exceeded. Away from work, Lawrence’s spare time is devoted to his young family, a passion for motor cars, playing the organ and a continued association with CASS Business School.

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.

Lee started his career in financial services thirty years ago and has spent much of it advising high net worth individuals, specialising in retirement provision, inheritance tax mitigation and investment planning.  Clients particularly value Lee’s attention to detail, listening skills and empathy when discussing theirs and their family’s financial futures. Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is married to Sarah and has two children.  Away from the office, Lee enjoys making use of his private pilot license, scuba diving, cooking and spending time with family and friends.
 

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.