Last Updated: November 14, 2025

Stuart is an investment director and looks after a growing number of private clients, pensions, charities and trusts. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. Stuart graduated from St. Andrews University with an honours degree in Economics/Finance. After obtaining his qualifications at Tilney, Stuart took a year out travelling around the world before returning to work at Charles Stanley in Edinburgh. He returned to Glasgow and joined Speirs and Jeffrey in 2003. Speirs and Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: November 13, 2025

Paul started his career as a branch manager with Waters Lunnis stockbrokers. Prior to joining Rathbones he worked at Vartan Ravenscroft as an investment manager for 14 years. Paul managed accounts on both an advisory and discretionary basis ranging from private clients, SIPPs, ISAs, trusts, companies and charities.   Paul is a Chartered Fellow of the Institute for Securities & Investment and passed the Private Client Investment Advice and Management paper in 2012.

Last Updated: November 12, 2025

Simon is an investment director who specialises in the management of private client portfolios, trusts, pensions and charities and is a Chartered Fellow of the Chartered Institute of Securities and Investment. Simon has worked in the financial industry since his graduation in 1991 and he was directly involved in opening the Cambridge office for Rathbones in 2001.

Last Updated: October 29, 2025

Jamie currently works for a growing team of investment specialists at Rathbones. The team’s aim is to help clients and their families with all their financial needs, with a particular focus on supporting business owners throughout the lifecycle. He has extensive experience managing a wide range of client portfolio types, including trusts, pensions, taxable portfolios, offshore bonds, and corporates. The team advises on tax-efficient investment management for onshore and offshore portfolios, as well as ISA and pension portfolios.

Last Updated: October 31, 2025

Rathbones warns pension tax relief cuts could drain £50bn from UK funds, hurting investment, growth, and future retirement savings.

Last Updated: October 30, 2025

Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.

Last Updated: November 7, 2025

Freddie started his career in financial services at the beginning of 2018 when he joined Rathbones. In his role as an Investment Director, he manages client portfolios on behalf of private clients, trusts and pension funds. Freddie particularly enjoys building relationships with his clients, understanding their circumstances and goals to provide an excellent service. Freddie graduated from Queen Mary, University of London with a 2:1 in Mathematics. He is a Chartered Member of the Chartered Institute for Securities and Investment, having passed the Chartered Wealth Manager qualification.