Financial planning

We've spent years thinking ahead, to help our clients live the future they want. We’ll use our expertise to help you do the same.

Financial planning

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:

PROPOSITION

Financial Planning Hub

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.

Jenna Huartson

Financial planner

Jenna Huartson

Financial planner

Liverpool

Jenna joined Rathbones in 2019 and has over 12 years’ experience in the industry. She is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jenna works with clients on a holistic basis, helping to plan for their future through; wealth accumulation, tax planning and mitigation, retirement planning and, estate and inheritance tax planning. Jenna also has a keen interest in helping divorcee clients, using detailed long-term cashflow analysis to provide greater visibility over wealth.

Jenna joined Rathbones in 2019 and has over 12 years’ experience in the industry. She is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jenna works with clients on a holistic basis, helping to plan for their future through; wealth accumulation, tax planning and mitigation, retirement planning and, estate and inheritance tax planning. Jenna also has a keen interest in helping divorcee clients, using detailed long-term cashflow analysis to provide greater visibility over wealth.

Kindar Brown

Senior financial planner

Kindar Brown

Senior financial planner

Edinburgh

Kindar joined Rathbones in 2019 with over 20 years’ experience.

Kindar is one of a relatively small number of advisers in the UK to hold both the Chartered Financial Planner designation from the Personal Finance Society and the internationally recognised Certified Financial Planner Certification from the Chartered Institute for Securities and Investment. She is also a qualified financial neutral through Consensus Collaboration Scotland which allows her to act in collaborative divorce cases.

Kindar is very experienced in providing clients with a holistic financial planning service including advice on matters such as tax efficient wealth structuring, retirement income planning, inheritance tax and estate planning. She has a particular interest in cashflow modelling and providing clients with the peace of mind to live their lives the way they want, unburdened by financial worries. Kindar is passionate about the benefits financial planning can offer clients and she truly enjoys being involved in a clients’ financial planning journey and the peace of mind it can bring.

Kindar joined Rathbones in 2019 with over 20 years’ experience.

Kindar is one of a relatively small number of advisers in the UK to hold both the Chartered Financial Planner designation from the Personal Finance Society and the internationally recognised Certified Financial Planner Certification from the Chartered Institute for Securities and Investment. She is also a qualified financial neutral through Consensus Collaboration Scotland which allows her to act in collaborative divorce cases.

Kindar is very experienced in providing clients with a holistic financial planning service including advice on matters such as tax efficient wealth structuring, retirement income planning, inheritance tax and estate planning. She has a particular interest in cashflow modelling and providing clients with the peace of mind to live their lives the way they want, unburdened by financial worries. Kindar is passionate about the benefits financial planning can offer clients and she truly enjoys being involved in a clients’ financial planning journey and the peace of mind it can bring.

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. 

RESPONSIBILITY AT RATHBONES

INSIGHTS