Thinking ahead. With clear focus.
It’s reassuring to have a clear plan for the future of your finances. Working one-to-one with our financial planners, you’ll have access to their advice, and their ability to plan ahead to help you achieve your goals.
They’ll aim to ensure you’re better placed to manage financial situations you may not have anticipated.
We will start by getting to know you and your current and long-term needs as well as any personal goals. Using this information, we will work with you to create clear and precise financial objectives to work towards, aiming to reduce complexity and help you focus on what matters to you. Because the best financial plans are always built around individual goals.
HOW CAN WE HELP YOU?
We have three ongoing advisory services and as part of our initial advice and planning we will confirm which, if any, is most suitable for you. Our ongoing advisory services are designed to reflect your individual financial planning needs and the type of advice required:
INITIAL ADVICE AND PLANNING
FOCUSED FINANCIAL PLANNING
HOLISTIC FINANCIAL PLANNING
FAMILY FINANCIAL PLANNING
ONE-OFF FINANCIAL ADVICE

Your Team
You will be looked after by a small team that knows you and your personal situation. Your financial planner will be your key contact. You will be supported by members of the team and they will often attend meetings. The team also has access to a range of in-house experts, researchers and analysts who they can call upon when needed or to at-tend meetings when required.

Emma Watson
Head of financial planning
Emma Watson
Head of financial planning
London
Emma joined Rathbones in July 2016 as Director of financial planning strategy to oversee the growth of the financial planning team and the development of the strategy. In October 2018 she became the Head of financial planning and has overseen a period of growth with the size of the team more than doubling.
Emma has over 20 years’ experience in financial planning having initially worked in the Financial Planning division of EY and subsequently spent 12 years at Towry where she carried out a number of different roles, seeing the business grow from 40 people to over 1,100. Emma has a degree in linguistics from Reading University and is a Chartered Financial Planner.
Emma joined Rathbones in July 2016 as Director of financial planning strategy to oversee the growth of the financial planning team and the development of the strategy. In October 2018 she became the Head of financial planning and has overseen a period of growth with the size of the team more than doubling.
Emma has over 20 years’ experience in financial planning having initially worked in the Financial Planning division of EY and subsequently spent 12 years at Towry where she carried out a number of different roles, seeing the business grow from 40 people to over 1,100. Emma has a degree in linguistics from Reading University and is a Chartered Financial Planner.

Paul Sayers
Senior financial planner
Paul Sayers
Senior financial planner
London
Paul is a Chartered Financial Planner with over 25 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.
In his spare time he is a director for Cranleigh Riding for the Disabled.
Paul is a Chartered Financial Planner with over 25 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.
In his spare time he is a director for Cranleigh Riding for the Disabled.

Bradley Wright
Financial planner
Bradley Wright
Financial planner
London
Brad joined Rathbones as a financial planner in 2021 following a move cross-country to London from the south-west and specialises in providing advice to clients and their representatives within Rathbones’ Court of Protection team. With over 8 years’ of experience within the financial planning and wealth management profession, he brings a range of experience from a career spent at large regional firms in a variety of different roles and is passionate about delivering the right outcome, providing tailored financial advice and tax structuring for personal injury claimants and clients in later life.
Brad holds a master’s degree in Commercial Law from the University of Edinburgh and prior to this, gained a first class honours degree in European Business Management.
Brad joined Rathbones as a financial planner in 2021 following a move cross-country to London from the south-west and specialises in providing advice to clients and their representatives within Rathbones’ Court of Protection team. With over 8 years’ of experience within the financial planning and wealth management profession, he brings a range of experience from a career spent at large regional firms in a variety of different roles and is passionate about delivering the right outcome, providing tailored financial advice and tax structuring for personal injury claimants and clients in later life.
Brad holds a master’s degree in Commercial Law from the University of Edinburgh and prior to this, gained a first class honours degree in European Business Management.