Last Updated: April 28, 2026

Rory joined the Rathbones Greenbank team in April 2023, bringing with him six years of experience across various roles in financial services. As an Associate Investment Manager, he supports the management of client portfolios with a focus on ethical and sustainable investment strategies.
Rory holds a BSc (Hons) in Business Management from Cardiff University, awarded in 2017. He has completed the CISI Investment Advice Diploma and is currently working towards achieving the CISI Chartered Wealth Manager Qualification.

Last Updated: April 29, 2026

Keep more, grow more. Every pound saved from tax today is a pound compounding tomorrow. Make sure you’re optimising your clients finances for tax purposes with our useful tips.

• Financial Adviser Insights

Last Updated: April 29, 2026

Learn how Rathbones supports colleagues who experience physical disabilities, chronic illnesses, mental health conditions, sensory impairments and neurodivergence.

• Diversity And Inclusion
• DisAbility

Last Updated: April 25, 2026

Fears of a spike in inflation and an increasingly hawkish tone from central banks have driven exceptional volatility in government bond markets. While growth risks are underestimated, selective opportunities have been emerging in gilts.

Last Updated: April 30, 2026

The longer the Strait of Hormuz stays closed, the greater the disruption to the global economy. Recognising this risk, we're continuing to build resilience into portfolios.

• Weekly Digest
• Economics
• Financial Adviser Insights
• Economy
• Oil
• Volatility
• Stock Market
• Insights For Charity
• Iran

Last Updated: April 30, 2026

None of us like to pay taxes. This article shares tips on how to ensure the tax man doesn’t become your biggest beneficiary.

• Life In Retirement

Last Updated: April 30, 2026

Not many of us want to forgo our lifestyle, especially when we are younger, but making an effort to think ahead and invest more at an early age can have an amazing impact on our wealth as we get older.

• Invesment
• Saving For Retirement

Last Updated: April 30, 2026

The UK tax system is complex, but the right planning can make a meaningful difference. This clear, practical guide explains how tax‑aware decisions can help protect your wealth and support your long‑term goals.

Last Updated: April 30, 2026

Stay ahead with expert investment insights, events, market analysis, and timely reports – designed to help financial advisers deliver smarter client outcomes.

Last Updated: April 24, 2026

I joined the graduate program at Saunderson House (now Rathbones Financial Planning) in 2014, after graduating from the University of Manchester with a first class degree in International Management. I achieved Chartered status in 2018. I enjoy working closely with my clients, helping them identify their short and long term financial objectives, and providing the strategic financial planning that guides them in understanding how their wealth can translate into reaching financial independence.

Last Updated: April 24, 2026

Dan joined Saunderson House (since merged with Rathbones) in 2007, having spent 3 years working at Prudential in their Bulk Annuities department. Having graduated from the University of Manchester with a B.A. in Economics and Business Studies, Dan completed the relevant exams through the Chartered Insurance Institute to become a Chartered Financial Planner in 2012.

Last Updated: April 23, 2026