Last Updated: September 30, 2025

Stephen joined the Kendal office in 2023, having spent over a decade in the investment management industry starting his career in 2007.
Stephen graduated from Liverpool John Moores University having gained a bachelor’s degree in accountancy and finance, later he was awarded the Securities Institute Diploma and is a Fellow of the Chartered Institute for Securities and Investment. On an ongoing basis Stephen receives his annual Statement of Professional Standing from the Institute.

Last Updated: July 22, 2025

Miles joined Rathbones in 2018 having graduated from the University of Exeter. After undertaking the ‘Rathbones Graduate Scheme’, Miles joined the investment desk at the beginning of 2021.
He is a Member of the Chartered Institute for Securities and Investments (CISI), having achieved the CISI level 4 Investment Advice Diploma (Securities) in 2020 and his Chartered Wealth Manager qualification in 2023.

Last Updated: September 30, 2025

I am a Financial Planning Director, who specialises in providing tailored financial advice to private individuals, trustees and business owner. I specialise in personal tax planning, estate planning and retirement planning.
I specialise in personal tax planning, estate planning and retirement planning.
I have worked in the finance industry for over 14 years, have been a Personal Adviser, Business Manager and Financial Planner.

Last Updated: July 22, 2025

My focus is on meeting my clients' objectives, with respect to their risk profiles. It is important to have regard to a client's overall financial position at both personal and family level. I then combine my own experiences with Investec's in-house research resources on markets and stocks, both in the UK and overseas, to create bespoke portfolios to meet my client's requirements.

Last Updated: August 20, 2025

Joel is an investment manager working with both charities and private clients. He joined the Greenbank team within Rathbones in August 2020 and was awarded the CISI’s Masters level Chartered Wealth Manager qualification in December 2021. He also holds the CFA Certificate in ESG Investing. Joel began his career at BDO LLP, where he spent four years as an auditor. He qualified as an ICAEW ACA Chartered Accountant in September 2019. Prior to this, he read History at Durham University, graduating in 2016.

Last Updated: February 27, 2026

Tim is an investment specialist with over 14 years’ experience. He partners with deputies and trustees to design and manage bespoke portfolios for Court of Protection and Personal Injury clients, with a strong focus on sustainability, longevity, and capital protection.
Tim is a Chartered Fellow of the CISI and a Chartered Wealth Manager. Outside work, he maintains an active lifestyle and completed his second London Marathon in 2025.

Last Updated: February 2, 2026

Appointed: 01/01/2024
Experience, skills and contributions
Iain was appointed as Group Chief Financial Officer on 1 January 2024. Iain served as finance director of Investec Wealth & Investment Limited (IW&I) for more than a decade and was appointed CEO of IW&I UK in February 2023. He brings to his current role his extensive knowledge of the sector along with a wealth of experience of financial and regulatory reporting, corporate governance and risk management.

Last Updated: February 2, 2026

Appointed: 06/04/2021
Experience, skills and contributions
Clive brings a wealth of strategic, commercial, and financial experience to the Board. He started his career as a banker at First National Bank of Boston in 1981 in Boston and London. In 1984, he joined Booz Allen Hamilton and became a partner in their financial consulting practice in 1990.

Last Updated: July 22, 2025

I work in a team made up of portfolio managers and support personnel. The core role I undertake is the management of personal investment portfolios, personal pensions (SIPP's) and medium and smaller sized charities. I am also a member of the investment policy committee, chairing this periodically, as this committee is a key element of the asset allocation and construction of client investment portfolios.

Last Updated: July 22, 2025

George is responsible for developing new business and maintains relationships with existing clients and introducers of clients. George's clients comprise of individuals, pensions, IHT solutions, Charities and Trusts.

Last Updated: July 22, 2025

I specialise in managing investment portfolios for families, personal pensions, trusts and charities. I enjoy meeting my clients, either at our office or at their homes, and on a regular basis which helps to form strong and lasting relationships with each of them. I take an active interest in the management of their capital, so my clients understand who makes the decisions on their behalf.
I am a Chartered Fellow of the Securities Institute and hold the Securities Institute Diploma, having qualified in 1994.

Last Updated: March 2, 2026

Alex is an investment manager based in the London office. He works as part of a wider team of six investment professionals providing bespoke investment solutions for a wide range of clients and helping them to achieve their objectives. He also works closely in tandem with intermediaries, complementing their advice on matters such as wealth structuring, tax efficiency, and/or intergenerational planning.