Last Updated: October 1, 2025

With over 24 years of experience in wealth management, I provide bespoke financial planning to individuals, families, trusts and corporates. My priority is to ensure that every recommendation is aligned with long-term goals while addressing immediate needs. I lead with a clear and disciplined approach: understanding each client’s objectives, building robust cash flow plans, and identifying both opportunities and potential challenges. This enables me to deliver comprehensive strategies across pensions, investments, protection and intergenerational planning.

Last Updated: October 1, 2025

Craig joined Rathbones in November 2018, bringing 15 years’ financial services experience, including time with Barclays Wealth & Investment Management, and Citibank. Directly prior to joining Rathbones, Craig was a multi-asset portfolio manager at Beckett Asset Management, constructing a range of portfolios for discretionary clients. He is a Chartered Member of the Chartered Institute for Securities and Investment.

Last Updated: October 1, 2025

James joined Rathbones in September 2025 after 20 years with Cazenove Capital. James has a Diploma in Wealth Management and was an external specialist for the CISI, for whom he is a Chartered Fellow. James has a particular specialism in Structured Products, having headed up the proposition at Cazenove Capital before now being part of the Structure Product Committee at Rathbones. James works predominately with Private Clients and their Financial Advisors.