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Carly Pullinger

Last Updated: March 17, 2026

Carly joined Saunderson House (SHL) in 2019 which became part of Rathbones Financial Planning in October 2021. She is a Chartered Financial Planner and a Fellow of the Personal Finance Society, specialising in helping families and professionals achieve their goals through personalised financial planning.Carly aims to simplify the complexities of financial matters, ultimately guiding her clients towards financial independence. She is passionate about providing financial education. Outside of work she enjoys hiking, travelling and spending time with her family.
Our People

Robbie Carr

Last Updated: March 19, 2026

Robbie is an equity analyst on the Rathbone UK Opportunities Fund. He joined us in October 2021, having previously worked at Mirabaud Asset Management as a UK equity fund analyst. Robbie is a Chartered Financial Analyst (CFA) charterholder as well as a chartered accountant and member of the Institute of Chartered Accountants of Scotland (ICAS), having started his career on the graduate programme at Ernst & Young. Robbie graduated from the University of Cambridge with a Master’s degree in Economics and also holds the Investment Management Certificate (IMC).

Our People

Amy McCulloch

Last Updated: March 20, 2026

Amy joined Rathbones in October 2020 through the Rathbones Graduate Scheme, having graduated with a first-class degree in Accountancy and Finance at Heriot-Watt University in Edinburgh. The 24 month long Graduate Scheme involved gaining in-depth experience and knowledge of Rathbones by exposure to a variety of departments. Amy now works as an Assistant Investment Manager in the Glasgow Office. She works closely alongside Tony Smith in providing discretionary investment management services for private individuals, pensions, and trusts.
Our People

Daniel McKerchar

Last Updated: March 20, 2026

Danny joined Rathbones in November 2025 to drive business development initiatives across Scotland, Northern Ireland, and the North East of England.
As a Business Development Director, he is responsible for delivering Rathbones’ full range of services to clients, while leading the development and management of intermediary and business owner relationships across the region. He brings a focused approach to building strong partnerships and enhancing relationships in these key markets.
Our People

Tom Whitfield

Last Updated: March 19, 2026

Tom is the investment specialist for the Rathbones Multi-Asset Portfolio fund range. Joining Rathbones in April 2025, Tom brings 13 years of financial services experience. He started his career at Brewin Dolphin in investment management, where he was part of a team managing discretionary portfolios for private clients and financial advisers. He then moved into asset management, focusing on managing professional and institutional client relationships across London and the southeast of England, firstly at Sanlam Asset Management before moving to boutique asset manager Amati Global Investors.