Last Updated: July 30, 2025

David is an investment director working alongside James Blosse-Lynch, managing investment portfolios for private clients, pensions and trusts. He is a Chartered Financial Analyst (CFA) and holds the Investment Management Certificate (IMC). Prior to joining Rathbones, David worked at Schroders for six years in the multi-asset investment team. Before moving into financial services David was in the British Army, serving in The Royal Regiment of Scotland. 

Last Updated: July 22, 2025

I am a Chartered Wealth Manager with experience in specialist Investment Management. In my role as a Wealth Planner, I aim to assist clients in meeting their financial goals at all stages in their life through the development of a detailed financial plan. The financial plan may include protection planning, retirement planning and estate planning. Using guidance from Investec's in-house research team, the underlying investment portfolios are bespoke in nature, each tailored to target specific objectives.

Last Updated: July 22, 2025

Charlie joined Saunderson House (SHL) in 2007, which became part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Charlie advises on all aspects of financial planning, including long term strategy, investment portfolio construction, taxation and technical matters. He has experience in advising clients through the various stages of their life cycle and specialises in long-term cash flow forecasting. Charlie primarily advises current and former Partners of the largest law firms.

Last Updated: July 22, 2025

I specialise in managing discretionary investment portfolios for a range of clients including independent financial advisers, private individuals, investment bonds, pension funds and trusts. My day-to-day role involves constructing, managing and regularly reviewing client portfolios to ensure that they maximise my client's chosen objectives and meet their attitude to risk. I work closely with our research department to select appropriate investments from thoroughly researched ideas in conjunction with my own knowledge, style and investment philosophy.

Last Updated: August 14, 2025

I have spent my entire career advising wealthy families from a variety of backgrounds on their investments and their wider financial affairs. With qualifications in both investment management and financial advice, I work closely with my experienced team to ensure that our clients enjoy ongoing financial success and security. 

Last Updated: July 22, 2025

David is an Investment Director and manages the investments of Private Clients, Corporates and Charities. David also has expertise working with multi-generational family businesses, managing all their investment needs and helping them to both grow and preserve their wealth. He began his career in financial services in 1997 with Greig Middleton who became Gerrard and eventually Barclays Wealth. David joined RBC Brewin Dolphin in 2010 before moving to Rathbones in 2023.

Last Updated: July 22, 2025

James was one of the founding members of the Rathbones Newcastle office when it opened in 2013. Prior to that he was a Director at UBS Wealth Management. He has 28 years investment industry experience and specialises in the management of charities, pension funds and trust portfolios.  James holds a master’s degree from University of Northumbria, the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI. 

Last Updated: July 22, 2025

Phil is head of business of business development directors at Rathbones having joined Rathbones in May 2012 after 24 years with AXA. He works closely with Vision Independent Financial Planning Ltd and a select group of Financial advisers based in the West.

Last Updated: July 29, 2025

Sarah is Chief Risk Officer and joined Rathbones in March 2015.  She worked for NatWest and RBS group for over 30 years, including 13 years at Coutts.  Sarah’s career turned to risk management in the 1990s and she worked in Switzerland for three years as the chief risk officer for Coutts’ international private banking business.  She moved to the Non Core division of RBS in 2010 and most recently provided risk oversight of RBS’ transformation programme. 

Last Updated: July 22, 2025

I manage private client and corporate portfolios for both domestic and international clients.

Last Updated: July 22, 2025

Matt has been with Saunderson House since 2005, having graduated from Exeter University. He is a Chartered Financial Planner.

Last Updated: July 22, 2025

Jake joined Rathbone Investment Management International (Jersey) in November 2016 as part of the Rathbone Graduate Programme. Jake assisted with the management of portfolios for individuals, trusts, companies and charities and has experience working with offshore investment mandates. Jake moved to Rathbones in London in June 2018 and works alongside Jane Sydenham and Nehal Desai.