Last Updated: August 4, 2025

I am a Chartered and Certified Financial Planner with extensive experience in providing comprehensive financial planning advice to individuals and families, in the areas of wealth structuring, tax efficient investing, retirement planning, intergenerational and estate planning.

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: July 22, 2025

I co-head a team of discretionary portfolio managers who look after individuals, trusts, pension funds, corporate accounts and charities. In addition, I contribute to the Group investment process having held a variety of roles at Investec, and I'm currently a member of the Asset Allocation committee. Within the team my particular focus is on larger clients including those who require greater overseas equity exposure.

Last Updated: July 22, 2025

Sally is the fixed income research analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset Portfolio funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she worked in fixed income and private wealth management at Evans and Partners in Australia. Sally graduated from Monash University, Melbourne, with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a Chartered Financial Analyst (CFA) Level 3 candidate.

Last Updated: July 22, 2025

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: July 22, 2025

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: July 22, 2025

Edward is an investment director and a Chartered Member of the Institute for Securities and Investment. He specialises in managing portfolios for private 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 and was responsible for managing over £200 million of client assets.

Last Updated: July 22, 2025

Laura has over 8 years’ experience in the investment management/finance industry and joined Rathbones in 2022 from Stonehage Fleming. Laura manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Laura is a Chartered Fellow of the Chartered Institute for Securities and Investment (‘CISI’), and holds the designation Chartered Wealth Manager, following completion of the Level 7 Chartered Wealth Manager Qualification (CWM) in 2018, as well as passing the CISI Investment Advice Diploma in 2016.

Last Updated: July 22, 2025

My first objective is to fully understand each client's current lifestyle and financial goals, in order to manage a bespoke portfolio specifically tailored to meet their individual requirements. I invest directly into companies in the UK and overseas as I believe this provides a greater level of diversification and access to a wider range of investment opportunities. In addition, I work closely with financial advisors and private bank colleagues to ensure my clients have access to expert advice across the full spectrum of their financial affairs.

Last Updated: July 22, 2025

John joined Rathbones in 2020, following a near-twenty year investment career at Barclays.    In 2016, John took on management of Barclays’ Court of Protection (CoP) and Special Interest (SI) book, representing the most vulnerable component of Barclays’ discretionary proposition. This involved a tailored style of management sensitive to the unique nature of each set of client circumstances.