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.

Laura Dempsey
Financial planner
Laura Dempsey
Financial planner
London
Laura is a financial planner based in the London office. She joined Rathbones in 2017, with over 10 years’ experience in the industry. She has previously worked for a number of large financial institutions including Canada Life and Succession Group.
Laura holds Chartered Financial Planner status and is an associate member of the Personal Finance Society. She specialises in providing holistic financial planning to a wide range of clients, advising on matters such as income and asset structuring, retirement planning and estate planning. Laura’s aim is to understand what is truly important to her clients, and to help them achieve their goals, ultimately providing them with peace of mind over their finances and future.
Laura is a financial planner based in the London office. She joined Rathbones in 2017, with over 10 years’ experience in the industry. She has previously worked for a number of large financial institutions including Canada Life and Succession Group.
Laura holds Chartered Financial Planner status and is an associate member of the Personal Finance Society. She specialises in providing holistic financial planning to a wide range of clients, advising on matters such as income and asset structuring, retirement planning and estate planning. Laura’s aim is to understand what is truly important to her clients, and to help them achieve their goals, ultimately providing them with peace of mind over their finances and future.

Michael McManus
Financial planner
Michael McManus
Financial planner
London
Michael is a Chartered financial planner who joined Rathbones in 2018. He passionately believes in his work and takes huge satisfaction from bringing security and peace of mind to people that want to grow and protect their wealth.
He has almost 10 years’ industry experience, over which time he has helped clients at all stages of life plan positively for the future. This includes (but is not limited to) tax-efficient investing, pension and retirement planning and inheritance tax planning. Michael takes a thoughtful and hard-working approach, bolstered by strong technical knowledge and a desire to deliver the best results for his clients.
Michael is a Chartered financial planner who joined Rathbones in 2018. He passionately believes in his work and takes huge satisfaction from bringing security and peace of mind to people that want to grow and protect their wealth.
He has almost 10 years’ industry experience, over which time he has helped clients at all stages of life plan positively for the future. This includes (but is not limited to) tax-efficient investing, pension and retirement planning and inheritance tax planning. Michael takes a thoughtful and hard-working approach, bolstered by strong technical knowledge and a desire to deliver the best results for his clients.

Mike Hunter
Senior financial planner
Mike Hunter
Senior financial planner
Liverpool
Mike is a senior financial planner, joining Rathbones in 2017 from Lloyds Bank Private Clients. Mike has over 30 years’ experience working in the financial services industry. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society who specialises in providing holistic financial planning to high net worth individuals.
Mike is a senior financial planner, joining Rathbones in 2017 from Lloyds Bank Private Clients. Mike has over 30 years’ experience working in the financial services industry. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society who specialises in providing holistic financial planning to high net worth individuals.