Last Updated: April 21, 2026

Make the most of your allowances with our simple, step by step checklist.

• Tax
• Tax Planning

Last Updated: April 21, 2026

Kira is a Chartered Investment Manager who helps clients navigate their financial goals with confidence, providing bespoke investment solutions tailored to their individual circumstances. She works with private clients, families, trusts and charities, offering clear guidance and a long term, relationship led approach.
She joined Rathbones in 2020 and holds the Level 7 Chartered Wealth Manager qualification and the Level 4 Investment Advice Diploma. Kira is currently working towards the Level 4 Financial Planning and Advice Diploma.

Last Updated: April 21, 2026

I provide a bespoke discretionary investment management service, working closely with private clients and their advisers to help them achieve their personal and financial goals. Each portfolio is tailored to individual circumstances, combining robust in house research with a clear understanding of objectives, risk tolerance, and long term priorities.

Last Updated: April 21, 2026

Iain is an investment director with experience managing a variety of bespoke portfolios including SIPPs, offshore bonds and discretionary trusts for private clients, financial advisers and solicitors.
Iain is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the CISI’s Masters in Wealth Management (Level 7), Investment Management Certificate and a Diploma in Financial Services.

Last Updated: April 21, 2026

Cameron is a Senior Investment Director, providing investment management services to private individuals, trusts, companies, pension schemes and charities.
Cameron joined Speirs & Jeffrey in August 2009, after graduating from the University of Glasgow with an honours degree in Law. Cameron was appointed an Investment Director in December 2017, before Speirs & Jeffrey was fully integrated with Rathbones in July 2019. Cameron became a Senior Investment Director in January 2026.
Cameron is a Chartered Fellow of the Chartered Institute for Security & Investment.

Last Updated: April 21, 2026

Reece is an Investment Manager working closely with Cameron Pollock managing portfolios for private clients, trusts and charities. He joined Speirs & Jeffrey in 2018 and initially worked in the suitability department.
He has achieved the CISI Level 4 Diploma in Investment Advice as well as the CISI level 7 Diploma in Wealth Management and is now a member of the Chartered Institute for Securities and Investments.

Last Updated: April 23, 2026

Read Rathbones’ Annual Report and Accounts for 2025, covering strategy, performance, governance, risk and financial statements, with links to each section.

Last Updated: April 23, 2026

Ensuring that the companies we invest in adopt best practice in managing ESG risks is in our clients’ best interests. Our vote can encourage companies to move in the right direction.

• Responsible Investing

Last Updated: April 23, 2026

Tom is a Chartered Financial Planner. He joined Rathbones following the acquisition of Saunderson House, having joined as a graduate trainee in 2011. Tom specialises in the provision of strategic financial planning advice bringing this and long-term tax planning together to help clients formulate and execute their plans to achieve their financial independence, with simplicity and transparency.

Last Updated: April 23, 2026

Three in ten UK adults lack confidence or know‑how to invest, with uncertainty higher among women and persisting even at wealth levels.

Last Updated: April 23, 2026

Rising Middle East tensions are pushing up oil and energy prices, threatening higher inflation and prolonging cost pressures for households despite stable headline

Last Updated: April 23, 2026

UK entrepreneurs back their own businesses in the new tax year, but remain downbeat on the economy and government support, highlighting confidence mixed with strain.