Last Updated: March 2, 2026

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Last Updated: March 2, 2026

Abigail joined Greenbank in 2018. She started her career with Computershare Investor Services in 2011 working in the correspondence and then gilts and structured product teams.
She specialised as a dividend officer at Computershare from 2016 paying dividends for a number of FTSE 100 clients.

Last Updated: March 2, 2026

James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI). James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations.

Last Updated: March 2, 2026

Nick graduated with a BA in History from Cardiff University in 2002 and is a Chartered Fellow of the Securities Institute. He started his financial services career with Barclays Wealth in London and spent five years at HSBC Global Asset Management before moving to the South West in 2015.
Nick manages discretionary investment portfolios for a range of individuals, companies and trusts with a particular focus on working with Independent Financial Advisers and their clients.

Last Updated: March 2, 2026

Matthew joined Rathbones in 2014, having previously worked closely with Rathbones for a number of years as a partner, with Julian Whately, of Rooper & Whately solicitors. Matthew qualified as a solicitor in 1999 and has extensive experience of advising clients in relation to their Wills, probates, powers of attorney and trusts. Matthew also advises clients, including a number of landed estates, on succession planning and the proper mitigation of inheritance tax and capital gains tax.

Last Updated: March 2, 2026

Tim is an investment director looking after private client portfolios, trust, charities and pension funds. He is a Fellow of the Chartered Institute for Securities and Investment and has a BA Hons degree in English from University College London and a Diploma in Law from the University of Westminster. Prior to joining Rathbones in 1999, he read for the Bar.

Last Updated: March 2, 2026

Tony started his stockbroking career in 1986 and has now established 30 plus years’ experience of catering for the investment needs of high net worth individuals and family trusts. He is also a Chartered Wealth Manager and has a Securities Institute Diploma (Regulation and Compliance, Private Client Investment Advice & Fund Management).

Last Updated: March 2, 2026

Georgia joined Rathbones in May 2021 as a client service executive in London supporting Rupert Baron, Charles Sargent, Thomas Weston-Davies and Elizabeth Hart. Prior to joining Rathbones, she was at Quilter Cheviot as an investment administrator working with Private Clients.
Georgia began her career in 2013 and has over eight years of financial services experience.

Last Updated: March 2, 2026

Nigel began his career in the City in 1974, moving into financial services sector in 1977 with stockbrokers Strauss Turnbull. In 1986 he became a member of the London Stock Exchange.
During the 1990’s he worked for Societe Generale Investment Management, which was acquired by Tilney Investment Management in 2003. Tilney was acquired by The Deutsche Bank in 2007. He joined Rathbone Investment Management in June 2014.

Last Updated: March 2, 2026

Ed joined the team in 2019 as a Trainee Investment Manager. He graduated from the University of Exeter in 2017 with a degree in Politics. He also holds the Investment Advice Diploma and is working towards the CFA.

Last Updated: March 2, 2026

Georgina is an investment director, looking after portfolios for private clients, their personal pension funds and trusts. She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She sits on a number of Rathbones Committees, both at a local and group level, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: May 15, 2025