Last Updated: July 22, 2025

I'm a divisional director and team leader responsible for managing portfolios on behalf of individuals, trusts and pension funds.

Last Updated: July 22, 2025

My focus is on looking after private clients and creating financial solutions for their wealth. The interesting part of the job is that each client is unique and requires different types of solutions depending upon their circumstances. I manage private client portfolios and SIPP's, as well as charities and corporate accounts. Each portfolio is constructed for the individual client and their specific financial requirements. I have recently constructed a number of income portfolios for clients, who need a higher yield from their savings.

Last Updated: July 22, 2025

I manage a broad range of portfolios for individuals, families and charities. My particular focus is on managing personal assets, Self-Invested Pension Plans/pension assets, family trusts and Inheritance tax planning wrappers.

Last Updated: November 11, 2025

My priority is helping my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice to our clients with an emphasis on Retirement Planning, Estate Planning, Later Life and Financial Coaching.

Last Updated: July 22, 2025

Kim Nelson is a business development director leading asset management distribution in Scotland and Northern Ireland, responsible for engaging, supporting, and building relationships with wealth managers, financial advisers and intermediary clients across the region.

Last Updated: July 22, 2025

Kerry is a dedicated and focussed Trust and Charity advisor who joined the business in 1997 and proudly progressed to the position of director in 2023.

Last Updated: July 22, 2025

Nathan joined Rathbones in 2024 as an Investment Director. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and holds a First Class Honors Degree in Economics and Finance from Loughborough University.

Last Updated: November 24, 2025

I typically help my clients and their families make informed decisions on their financial goals with the objective to maintain their desired lifestyle. This encompasses all areas of financial planning with a particular emphasis towards retirement and inheritance tax planning. My focus is to provide clients with peace of mind over their financial affairs, whilst ensuring their investments are structured in the most tax-efficient manner.

Last Updated: August 6, 2025

I am one of the investment directors managing the alternative investment market (AIM) and inheritance tax (IHT) investment plans for our clients. I have a wealth of experience in managing all asset classes with a specific focus on equity through direct share investing. I bring a financial analysis through a quantitative tools angle to ensure that we only invest in the best companies within our AIM/IHT plan

Last Updated: January 19, 2026

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. My dedication is to help navigate clients to achieve their financial objectives while effectively growing and safeguarding their wealth tax efficiently.

Last Updated: October 7, 2025

Peter is an Investment Director in the Belfast office, specialising predominantly in the management of portfolios on behalf of individuals, families, pension funds and trusts.
He started his career with Cunningham Coates Stockbrokers, part of Smith & Williamson, before their subsequent takeover by Tilney. Peter joined Rathbones in 2023 having worked at Investec Wealth & Investment for five years. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

Misha joined Rathbones in 2024, having previously worked in both private banking and law firms. She qualified as a solicitor in 2010 and has experience in private client. She primarily deals with the taxation and administration of trusts and also prepares personal tax returns.
Misha is a member of the Society of Trust and Estate Practitioners.