Last Updated: April 22, 2026

I am a Senior Financial Planning Director with Rathbones, providing pro-active wealth management advice, with a particular focus on a very high level of personal service and long-term strategic planning. My team serves around 120 clients and their families, including a significant number of current and retired partners at the top legal and accountancy firms and entrepreneurs.

Last Updated: April 22, 2026

Paul is a Chartered Financial Planner with over 30 years’ experience.
He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.
Paul is a member of the personal injury and Court of Protection team, providing financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.

Last Updated: April 22, 2026

Dean is a Chartered Financial Planner based in Bristol, with over 10 years’ experience in the industry and has been with Rathbones since 2021.Dean provides holistic financial planning advice to individuals, families, trusts and business owners, assisting them in planning for and achieving their financial goals.
Dean is experienced in all aspects of financial planning, including investment structuring and tax efficiency, retirement and income planning strategies, in addition to protection, estate, and inheritance tax planning.

Last Updated: March 12, 2026

Tax shouldn't be taxing. We help you make the most of the allowances and reliefs available to you, so your money works harder now and for generations to come.

Last Updated: April 22, 2026

Find out which Rathbones bank account to transfer your funds to and what payment reference to use.

Last Updated: April 22, 2026

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: April 22, 2026

We embed privacy, human rights, nature and climate risk considerations into our decision-making process.

Last Updated: April 22, 2026

Learn how clients can report fraud to Rathbones, ways to identify frauds, how we're working to prevent fraud and how to fight fraud.

Last Updated: April 23, 2026

Andrew works closely with Tony Smith and Graeme Dickie in Glasgow, providing investment management services to private individuals, pensions, and trusts. He completed an undergraduate degree at Glasgow Caledonian University in Finance, Investment and Risk. After obtaining a 2:1, he went on to complete a Master’s degree in Investment Fund Management, achieving a Merit from the University of Glasgow.
Andrew joined Speirs & Jeffrey in 2018 on their graduate scheme before Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: April 22, 2026

As an investment manager, my priority is building trusted relationships with my clients and working closely with them to understand their objectives, wishes and financial circumstances, both current and future. I aim to ensure portfolios are structured to support long‑term goals, aligned to individual risk profiles, while also providing access to funds when needed. I manage portfolios for private clients, pensions, charities and trusts, with a strong focus on clear communication and tax‑efficient investing. I am a member of the Chartered Institute for Securities and Investment.

Last Updated: January 13, 2026

We help clients with a range of complex circumstances to invest well so that they can focus on what matters.

Last Updated: April 21, 2026

China once dominated the emerging market equity universe. But Taiwan has caught up with its massive neighbour in terms of its weighting in the MSCI Emerging Markets Index. Head of Emerging Market Equities Tim Love explains what’s driven this change - and what it means for investors.