About
Lucy Heath-Thompson
I provide bespoke financial planning advice to private clients, specialising in retirement planning, estate planning and tax planning.
- Who we help Who we help
We help a wide range of clients invest well so that they can focus on what matters
Who we help- Individuals and families
Focusing on you and your individual goals
- Entrepreneurs and business owners
Helping turn the success of your business into financial security for your family
- Financial advisers
Working with you, for your clients.
- Charities
Helping charities invest in line with their mission and values
- Professional partners
We work with lawyers, accountants and other professionals.
- Individuals and families
- Our services
- Investment management
Looking for someone to create an investment portfolio for you?
- Wealth management
Our combined investment and planning service for a holistic approach to your finances
- Financial planning
Need help reorganising your finances and planning for the future?
- Asset Management
Looking to invest in a fund? See our full range
- Tax and trust
Helping you pass on your wealth, manage a trust or gift to charity
- Greenbank sustainable investing
Looking for investments that align with your values? See our sustainable investment options
- Investment management
- About us
- Careers
Learn more about what it’s like to work at Rathbones, and search our current vacancies
- Corporate governance
Explore our reports and accounts which ensure we comply with the UK Corporate Governance Code
- Investor relations
Find the Rathbones plc financials, investment case and key events
- Media centre
Read the latest Group news
- Our purpose
Our driving purpose is to help more people invest well, so they can live well
- Responsible business
We believe in doing the right thing for our clients and for others too
- Careers
- Insights
- Financial planning
Explore a range of topics affecting your finances, from retirement planning to the latest legislative changes
- Investing
Read about the key investment themes affecting global markets
- Podcasts
Listen to our specialists in one of our podcasts: Inspired sounds, Inspired minds, or Financial planning unlocked
- Responsible investing
Explore our articles, reports and events on Responsible Investment
- Financial planning
- Contacts Contacts
Whether you have a question about our services, or need to talk someone specific, we can help
Contacts- Our offices
Find your local Rathbones office. We have 21 across the UK and Channel Islands.
- Our people
Find the contact details for your Rathbones team by searching our people’s directory.
- Let's talk
Our team will be in touch to help you book a no obligation consultation with an adviser.
- Other contacts
Need to contact us about something else? Here you'll find all the options
- Our offices