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Stephen Blakemore

Last Updated: September 30, 2025

Stephen joined the Kendal office in 2023, having spent over a decade in the investment management industry starting his career in 2007. Stephen graduated from Liverpool John Moores University having gained a bachelor’s degree in accountancy and finance, later he was awarded the Securities Institute Diploma and is a Fellow of the Chartered Institute for Securities and Investment. On an ongoing basis Stephen receives his annual Statement of Professional Standing from the Institute.

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Stephen Hunter

Last Updated: September 30, 2025

Stephen is deputy regional manager of the Edinburgh office.  He specialises in the management of investments for private clients, trusts, and personal pension funds. Prior to joining Rathbones, he spent 15 years with Cornelian Asset Managers where he contributed to the early development of this smaller independent firm.  He trained with ABN AMRO Asset Management where he joined as a graduate from the University of Edinburgh in 1996. 

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Helen Woods

Last Updated: September 30, 2025

Helen is a Financial Planning Team Leader who joined Rathbones following the merger with Investec in September 2023 and has over 20 years’ experience in financial services having previously worked for 3 high street banks and most recently the Openwork Partnership. She is passionate about providing a holistic financial planning service including matters such as tax planning, retirement income planning, inheritance tax and estate planning to high net worth clients providing them with peace of mind over their finances.

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James Wallace

Last Updated: September 30, 2025

As an Investment Director, my priority is to meet my clients investment objectives, whether that is growing their wealth or producing an income to support their lifestyle. By understanding their current position, requirements and financial objectives, I can create a tailored investment portfolio that suits their present and future needs. I specialise in managing clients savings and investments, whether they are share portfolios, ISAs, or pensions. To ensure the best possible outcome for my clients I work closely with their financial advisors, solicitors and accountants.

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Jason Hallam

Last Updated: September 30, 2025

As an investment director, my priority is to help my clients achieve their financial goals. By understanding their current position and financial objectives, I help them to achieve this through discretionary managed portfolios. I mostly specialise in investment management, creating diversified portfolios that are bespoke to the individual client. However just as important is building lasting relationships with clients and professional advisers so that trust can be earned and maintained.

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Keith Mackenzie

Last Updated: September 30, 2025

Keith is an investment director, responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities. He is a member of the Chartered Institute for Securities and Investment and holds an honours degree in Business Studies. Prior to joining Rathbones in May 2012, Keith spent four years working as an investment manager for Williams De Broe in Edinburgh having previously worked for Gerrards and Barclays Wealth.

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Kindar Brown

Last Updated: September 30, 2025

Kindar joined Rathbones in 2019 with over 20 years’ experience. Kindar is one of a relatively small number of advisers in the UK to hold both the Chartered Financial Planner designation from the Personal Finance Society and the internationally recognised Certified Financial Planner Certification from the Chartered Institute for Securities and Investment. She is also a qualified financial neutral through Consensus Collaboration Scotland which allows her to act in collaborative divorce cases.