Last Updated: April 22, 2026

Rathbones is proud to partner with Young Enterprise to support practical, classroom-to-career financial education and employability for young people across the UK.

Last Updated: April 22, 2026

Through our business we aim to add value not only to our clients but also to the societies and communities in which we operate.

Last Updated: April 22, 2026

We recognise the importance of financial awareness, inclusion and education in society and our role in supporting this.

Last Updated: April 22, 2026

Rathbones is proud to partner with Young Enterprise to support practical, classroom-to-career financial education and employability for young people across the UK.

Last Updated: April 22, 2026

I support a team of experienced investment directors who manage assets on behalf of private individuals (both directly and through IFAs), as well as trusts and pension funds.
I am a Chartered Member of the Chartered Institute for Securities and Investment and hold the Level 4 Diplomas in Investment Advice (Securities) and Financial Planning & Advice. I also hold the Level 4 Certificate in Paraplanning.

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

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