Last Updated: July 22, 2025

Victoria is an investment director with over 20 years' experience in providing and managing investment solutions to Charity and Pension Fund trustees, as well as to individuals including those with bespoke or complex investment requirements. Victoria is a chartered fellow of the CISI and an experienced Trustee. She is a former Executive Trustee of the Edward Gostling Foundation, former trustees of the Lankelly Chase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee, and former advisor to the Stroke Association Investment Committee.

Last Updated: July 22, 2025

I am a member of the Financial Planning Team, based in Belfast and have expertise in all aspects of Financial Planning and Wealth Management. I thoroughly enjoy working with our clients in providing them with solutions to their financial planning needs.  My primary focus is on gaining a comprehensive understanding of my clients’ personal circumstances, their life plans, financial objectives and risk appetite; in order to construct a tax efficient and sustainable financial plan tailored to achieve their financial goals.

Last Updated: July 22, 2025

Jemima is an Investment Sales Consultant for the Western region, working alongside Ben Johnson and Matt Honour.  She focuses on building relationships with Financial Advisors and Discretionary Fund Managers in Bristol, Bath, Birmingham, south Wales, Cornwall and Devon.  Jemima previously worked at Jupiter Asset Management as a Sales Support Executive.     Jemima holds a B.B.A in Finance and a Minor in Entrepreneurship at Georgia State University.

Last Updated: July 22, 2025

Adam is a Regional Director and Head of the Glasgow office. He manages investment portfolios for individual clients, families, trusts, pension funds and charitable organisations. He joined Speirs & Jeffrey in 2010 and is a Chartered Member of the Chartered Institute for Securities & Investment. 

Last Updated: July 22, 2025

Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.

Last Updated: July 22, 2025

Lee Joined Rathbones in 2011 as an Investment Manager. He manages investments for a range of private clients, pension funds, trusts and charities. Prior to joining Rathbones from Barclays Wealth, Lee has over 15 years’ experience within the private client investment management industry and has worked at Blackrock in the Charities division and managed private client portfolios for a number of years at Investec. Lee is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the CISI Diploma in Investment Management.

Last Updated: July 22, 2025

Helen is a Business Development Director, responsible for discretionary and institutional sales in London. She joined Rathbones in 2000, having previously worked at Franklin Templeton, and Murray Johnston, responsible for institutional investment trust shareholder relationships.

Last Updated: July 22, 2025

Julie is an investment manager, managing investment portfolios on behalf of private clients, trusts, charities and pensions.  She is a Chartered Fellow of the Chartered Securities and Investment Institute, completing her Diploma in December 2007. Julie joined Rathbones in July 2015 following nearly nine years with Brewin Dolphin and five and a half years with Aberdeen Asset Managers in trainee and investment manager roles.

Last Updated: July 22, 2025

Jack works closely with Robert Walker, Paula Forecast and Ross Bridger, managing discretionary multi-asset investment portfolios on behalf of UK and offshore domiciled individuals, companies and trusts. He joined Rathbones in 2023, having previously worked as an assistant portfolio manager in the discretionary investment team at Saunderson House. Jack is a Chartered Wealth Manager and a member of the Chartered Institute for Securities and Investments (CISI). He holds a degree in Economics and Mathematics from the University of Exeter, where he graduated with a 2:1 in 2019.

Last Updated: July 22, 2025

My expertise includes macroeconomics, financial markets and derivatives. My key area of focus at Rathbones is Structured Products.

Last Updated: July 22, 2025

I work with my clients to construct investment portfolios that meet their specific requirements and are suited to their individual circumstances. I recognise that no two clients' circumstances are the same and as a result I engage with people to fully understand what they are trying to achieve, so that I can provide a bespoke service, tailored to their specific requirements and adapted over time as may be required. I specialise in bespoke discretionary management of multi asset client portfolios on behalf of individuals, trusts, corporations and pension funds.

Last Updated: July 22, 2025

Charlotte joined the firm in March 2010 and became a Chartered Financial Planner in 2015.Charlotte is keen to help clients achieve their objectives and enjoy their wealth to the fullest.  Charlotte’s aim is to give clients peace of mind that their financial affairs are being well taken care of so they can focus on their own personal goals.  Charlotte has a particular passion for promoting financial awareness across women and younger people. Outside of the office, Charlotte is a mum to two young girls and loves holidays and trips with friends and family.