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. 

WEALTH MANAGEMENT FESTIVAL

Helping you protect and maximise your wealth
9 – 13 OCTOBER FROM 12:00 TO 12:30

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.

Myles Martin

Financial planner

Myles Martin

Financial planner

Liverpool

Myles is a financial planner based in the North West and has been with Rathbones since 2018. He is a graduate of the University of Liverpool, with a first class honours degree in International Business. He provides bespoke financial planning advice to individuals at various stages in their life, focusing on tax-efficient investments, retirement and estate planning. Myles also prepares detailed long-term cashflow forecasts to help his clients understand how their wealth can shape their future and enjoys providing the reassurance that people can achieve their goals.

Myles is a financial planner based in the North West and has been with Rathbones since 2018. He is a graduate of the University of Liverpool, with a first class honours degree in International Business. He provides bespoke financial planning advice to individuals at various stages in their life, focusing on tax-efficient investments, retirement and estate planning. Myles also prepares detailed long-term cashflow forecasts to help his clients understand how their wealth can shape their future and enjoys providing the reassurance that people can achieve their goals.

Philip Baker

Senior financial planner

Philip Baker

Senior financial planner

London

Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.

Philip previously worked at the Private Bank C. Hoare & Co, joining Rathbones in August 2016. He is a Chartered Financial Planner and a Chartered Member of the Chartered Institute for Securities and Investments.

Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.

Philip previously worked at the Private Bank C. Hoare & Co, joining Rathbones in August 2016. He is a Chartered Financial Planner and a Chartered Member of the Chartered Institute for Securities and Investments.

Richard Cook

Senior financial planner

Richard Cook

Senior financial planner

London

Richard is a Chartered Financial Planner and has over 10 years’ experience in financial planning and wealth management. He previously worked as an associate director at Coutts Private Bank where he provided holistic financial planning advice to high net worth individuals and their families. 

He believes in a tailored approach and builds long-lasting relationships with his clients, helping them to plan for the future and achieve their goals. He has experience in all areas of financial planning, including tax-efficient investing, retirement planning, financial protection and estate planning.

Richard is highly qualified, having also achieved the Certified Financial Planner and Chartered Wealth Manager accreditations. He is a Fellow of the Personal Finance Society and the Chartered Institute for Securities and Investment.

 

 

Richard is a Chartered Financial Planner and has over 10 years’ experience in financial planning and wealth management. He previously worked as an associate director at Coutts Private Bank where he provided holistic financial planning advice to high net worth individuals and their families. 

He believes in a tailored approach and builds long-lasting relationships with his clients, helping them to plan for the future and achieve their goals. He has experience in all areas of financial planning, including tax-efficient investing, retirement planning, financial protection and estate planning.

Richard is highly qualified, having also achieved the Certified Financial Planner and Chartered Wealth Manager accreditations. He is a Fellow of the Personal Finance Society and the Chartered Institute for Securities and Investment.

 

 

RESPONSIBILITY AT RATHBONES

INSIGHTS