Last Updated: July 22, 2025

My role is help clients realise their financial goals. Often working alongside my financial planning colleagues, I create structured and tailored portfolios unique to every client and their individual goals and objectives. This involves working with a broad range of clients, each with different circumstances and objectives for the future.

Last Updated: November 26, 2025

Rebecca is a Senior Investment Director delivering a bespoke portfolio management service for clients and their advisers. Prior to joining Investec Wealth & Investment, Rebecca read Classics at the University of Oxford. She is a member of the Chartered Institute for Securities and Investment, having completed both the Chartered Wealth Manager Qualification and the Investment Advice Diploma. Rebecca is also a CFA (Chartered Financial Analyst) Charterholder.

Last Updated: July 22, 2025

I specialise in managing investment portfolios on behalf of individuals (including ISAs and SIPPs), families, trusts, corporates and charities, ensuring that each portfolio is tailored to meet the specific needs and objectives of each client. My primary objective is to deliver good investment returns for my clients whilst providing them, and their advisers, with a first class service. I enjoy discussing investments with clients, taking a particular interest in understanding any ESG considerations they may have and incorporating these into their portfolios.

Last Updated: March 2, 2026

Will is an Investment Director working in London. Will joined Rathbones in 2023 after 10 years of managing wealth for individuals and families at Investec Wealth and investment. Before joining Investec, Will spent over a decade with HSBC and specialises in managing investment portfolios whilst working with clients and their advisors to minimise their current tax exposure and plan for the succession of family wealth.

Last Updated: July 22, 2025

As a Senior Investment Administrator, I provide support to our team of investment managers who focus on managing investment portfolios for private clients, charities, pensions and trusts. I deal with all aspects of administration and enjoy liaising directly with both clients and financial advisers on a daily basis, to provide a high level of service.

Last Updated: March 2, 2026

Joe is an investment director in our Liverpool office and a Chartered Fellow of the Chartered Institute of Securities and Investments with 20 years' financial industry experience. Joe attained his CISI Diploma in 2011 and works closely in a team with investment director - Brian Kenny, managing private client, trust and charity assets valued in excess of £200m.

Last Updated: March 2, 2026

David began his career in 1996 as an assistant investment manager at Fleming Private Asset Management prior to a takeover by JPMorgan. He moved to Rathbones in March 2001 before teaming up with Randolph Churchill in February 2003 as an investment manager.
David graduated with a 2.1 in Business Studies from the Business School at Kingston University in 1995. He then completed the Investment Advice Certificate and subsequently the Securities Institute Diploma in 2001 and is a Fellow of the Chartered Institute for Securities and Investment.

Last Updated: March 2, 2026

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.

Last Updated: March 2, 2026

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.

Last Updated: January 7, 2026

Justin is an investment director and has a broad range of investment mandates including those for private clients, SIPPs, trusts, and local charities. Justin is a Chartered Fellow of the Chartered Institute for Securities and Investment, an Associate of the Chartered Institute of Bankers in Scotland and holds the Private Client Investment Advice and Management (PCIAM) which is a CISI Level 6 qualification.

Last Updated: March 2, 2026

Sarah joined Rathbones in July 2015 having previously worked for Quilter Cheviot as an investment administrator. She started her administrative career in 2004 in various industries and has over a decade of investment admin experience.
Sarah lives in Kent with her partner and young daughter. In her spare time she is a keen photographer having studied photography and art in Leicester.

Last Updated: March 2, 2026

Andrea joined Rathbones in April 2015 as an investment manager and specialises in the management of charities and private clients as well as looking after pension and trust portfolios.
Andrea started her career with Brewin Dolphin in April 2004 and has achieved her Diploma in Investment Compliance and her Private Client Investment Advice and Management qualification. She is also a Chartered Fellow of the Chartered Institute for Securities and Investments (FCSI).