Last Updated: July 22, 2025

I specialise in helping my clients make the right investment decisions and being responsible for implementing the investment strategy and day-to-day management of portfolios. I advise them on investments during their professional career, pre and post sale of their business, optimising income up to and beyond retirement, tax-efficient investments and managing family assets for the next generation.

Last Updated: July 30, 2025

I joined the company in 2015. I am the Office Support Lead and also provide administrative support to a Senior Investment Director. I am also involved in the firm's wider investment processes through sitting on the firm's Settlement Committee and Administration Forum.

Last Updated: March 2, 2026

Simon is regional director in the Exeter office. He specialises in managing investment portfolios on behalf of private clients, charities, trusts and pension funds. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.
During his career, Simon has established strong working relationships with a number of solicitors, accountants and independent financial advisers. He joined in June 2010 to assist with the expansion of Rathbones into the West Country.

Last Updated: February 23, 2026

Ben joined Rathbones Financial Planning in 2017 and is a Fellow of the Personal Finance Society. He passionately believes in the value of tailored holistic financial planning and working with clients to help them achieve their lifetime objectives. Ben advises clients across a broad range of areas including wealth preservation, investment structuring, retirement planning as well as succession and inheritance tax planning. He takes a proactive approach to ensure clients are reassured that they are making the right decisions with their wealth.

Last Updated: July 22, 2025

I advise high net worth individuals and families on investments. My role is to help clients to achieve their financial goals. Consequently I manage a range of portfolios and pension funds. I work closely with my financial planning colleagues to optimise the tax efficiency of clients’ investment returns.

Last Updated: September 30, 2025

My role is to support our team of Investment Managers and deal with all administrative matters for clients from account opening, the day-to-day maintenance and the smooth running of client accounts. I liaise directly with clients, financial advisers and product providers on a daily basis to support with any administrative requirements.

Last Updated: January 19, 2026

Edward is a Senior Investment Director and a Chartered Member of the Institute for Securities and Investments. He specialises in managing portfolios for wealthy families and individuals, trusts, pension funds, companies and charities. Edward started his career at WH Ireland Stockbrokers before joining HSBC Global Asset Management where he spent nine years before moving to Rathbones in 2013. At Rathbones Edward heads a team and manages over £400m of client assets.

Last Updated: July 22, 2025

Paul Stockton, chief executive, said:
“It has been a busy first half for Rathbones as we successfully migrated our largest acquisition to date, underwent a smooth
leadership transition and posted the highest funds under management and administration in our history. Investment
markets look likely to remain volatile in the second half but we retain a cautiously optimistic outlook. The UK wealth
industry continues to present positive opportunities for future growth which we will actively pursue.”

Last Updated: July 22, 2025

Rathbones has extended its financial education programme to schools in the North West.
Rathbones’ Kendal Regional Director Richard Dawson and Assistant Investment Manager Stephen Quick have recently presented at St Bees School, Giggleswick School, Kirkham Grammar School, Lancaster Royal Grammar School, Sedbergh School and Manchester Grammar School.
The office will be hosting a financial awareness event for 16-22 year olds in the region during the 2015 Easter holidays at Levens Hall in Kendal.
Commenting, Rathbones’ Richard Dawson said:

Last Updated: July 22, 2025

Paul Stockton, Group Chief Executive of Rathbones, said:

Last Updated: July 22, 2025

The AGM is currently scheduled to be held at our London head office at 8 Finsbury Circus, London EC2M 7AZ, on Thursday 9 May 2024 at 11:00am.

Last Updated: July 22, 2025

You may remember that last year we announced our intention to combine the Rathbones Group with Investec Wealth & Investment (UK). This transaction completed on 21 September 2023 and we have begun the process of integration.