Last Updated: July 22, 2025

CONTACT GAIL ON020 7399 0191 Gail is the Head of Platform Relations for Rathbones. She works with a number of teams within the business and is primarily responsible for all platform relationships ensuring Rathbone Funds are represented to suit the needs of our clients. Gail joined Rathbones in July 2000, having previously been based in Jersey, working within the insurance industry.

Last Updated: July 22, 2025

Charles is an investment director, he manages a range of private client portfolios, pension funds, trusts and charities. Charles has a degree in Business Administration and has completed the Chartered Securities Institute’s Masters in Wealth Management achieving a distinction in the final paper. He is a member of the Chartered Institute for Securities and Investment and sits on the firms Collectives Research Committee.

Last Updated: July 22, 2025

As an Investment Director it is my duty to understand in detail your current lifestyle, requirements, and financial objectives to build a tailored investment plan that suits your unique present and future aspirations. My priority is to ensure that you are continually comfortable with your investments and your long-term saving strategy, therefore, as well as face-to-face meetings, it is important to be available to chat regularly when needed.

Last Updated: July 22, 2025

As a Senior Investment Director I manage predominantly discretionary investment portfolios on behalf of private clients, trusts and personal pension schemes.

Last Updated: July 22, 2025

Alex is an investment manager based in the London office. He works as part of a wider team of six investment professionals providing bespoke investment solutions for a wide range of clients and helping them to achieve their objectives. He also works closely in tandem with intermediaries, complementing their advice on matters such as wealth structuring, tax efficiency, and/or intergenerational planning.

Last Updated: July 28, 2025

Paul has worked in financial services since completing his degree at Queens University Belfast. He has since completed various qualifications and is a Chartered Fellow of the PFS; a Fellow of the CISI; and a Certified Financial Planner™.  Paul began working at Rathbones in 2018 and is a Financial Planning Director & Team Leader of the Belfast Financial Planning team. Paul is also Chair of NI PFS Committee.  In his spare time, he likes to spend time with his family, enjoys dining out with friends, and plays squash.

Last Updated: July 22, 2025

Harry is a Client Services Executive assisting a Team of Investment Directors and Investment Managers, managing over £1.2bn in assets for private clients, self-invested personal pensions, and charities. Harry joined Rathbones in 2021, having previously worked as an Investment Administrator at Quilter Cheviot for over 4 years. Harry is a member of the Chartered Institute for Securities and Investments (CISI), and is working towards the Level 4 Investment Advice Diploma.

Last Updated: July 27, 2025

James works closely with a diverse range of clients, including entrepreneurs and current and former Partners from Big Four accountancy firms and Magic Circle law firms. He is passionate about helping clients achieve financial independence through thoughtful, strategic planning and tailored investment advice.James joined Saunderson House after graduating with First Class Honours in Biomedicine from Lancaster University. He holds Chartered Financial Planner status and is now part of Rathbones Financial Planning, following the acquisition of Saunderson House.

Last Updated: July 22, 2025

Tony is an investment director. He started his career in stock broking with Allied Provincial in 1987 and over a number of years worked in their Leeds, Lymington and Kendal offices before returning to Lymington to join Brewin Dolphin in 1998 where he became a divisional director. He joined Rathbones in September 2012. Tony specialises in managing portfolios for private individuals, trusts and pension funds and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

I provide holistic financial planning advice and manage multi-asset portfolios as part of our Wealth Planning service to a range of private clients, families and trusts. By focussing on each client's goals and aspirations as a starting point, I am able to create bespoke financial plans and investment strategies built around tax-efficient structures and principles. Frequently strategies are put in place to build wealth over time, plan for income during retirement or to ensure hard earned assets can be passed effectively and tax efficiently between generations over time.

Last Updated: July 22, 2025

Elliot joined Rathbones’ charity team in 2016 from Investec Wealth & Investment, where he spent eight years as an investment manager in the charities team. He has over 15 years' experience of advising and managing private client portfolios and charity investments. As a trustee and treasurer of Shaftesbury Young People, a charity dedicated to the lives of young and disadvantaged children, and a founding trustee of a Chinese arts-based charity, Elliot brings a wealth of experience and insight to helping charities achieve their future growth goals.

Last Updated: July 22, 2025

Nehal joined Rathbones in 2010 having previously worked at EFG Private Bank. Nehal worked in compliance where she gained valuable experience and joined Jane Sydenham’s team in 2014. Nehal manages portfolios for individuals, family groups and their associated trusts, charities and pension funds. She also has a number of international clients.