Last Updated: July 22, 2025

As an investment manager, I work with a team who are responsible for investment strategy and day-to-day management of funds for individuals, trusts, charities, offshore and pension funds. I have also spent time in the financial planning team to broaden my knowledge around all areas of financial planning. This combined experience has allowed me to develop a well-rounded background in wealth planning which I hope to develop as progress in my career.

Last Updated: July 22, 2025

Last Updated: July 22, 2025

Charlotte is an Investment Manager and has worked in private client fund management since 2016. She joined Rathbones following three years working with Land Rover.Charlotte manages investments for private individuals, family trusts and charities. In 2022, she was invited to join PIMFA's Under 40 Leadership committee.She graduated from the University of Exeter in 2013 with a BA Hons in Politics. Charlotte is a Fellow of the CISI (Chartered Institute for Securities and Investments) having obtained the Investment Advice Diploma and the Chartered Wealth Masters in 2019.

Last Updated: July 22, 2025

Alanna joined Rathbones in 2015 having graduated with an honours degree in Economics from the University of Liverpool. Alanna specialises in personal taxation and manages a diverse client portfolio. Alanna is fluent in Cantonese.  Alanna is a qualified member of the Association of Chartered Certified Accountants (ACCA) and is currently working towards Chartered Tax Adviser (CTA) status.  

Last Updated: July 22, 2025

I build and manage portfolios for private clients, trusts, companies and charities.

Last Updated: July 22, 2025

Jonathan is an investment director at Greenbank, specialising in managing tailored investment portfolios with a focus on sustainability, impact and ESG considerations. He started his career as an investment adviser at Tilney Investment Management and has since held roles at Close Brothers Asset Management and Sanlam Private Office, working with both private clients and professional intermediaries.

Last Updated: July 22, 2025

Charles Newsome has developed a solid career at Rathbones previously Investec with a focus on wealth management and helping clients meet their financial objectives. Over the past 20+ years, he has consistently delivered reliable results, prioritizing a thoughtful balance between growth and risk that aligns with each client’s unique goals. Charles's work has been recognized with the Wealth Manager of the Year award, a testament to his dedication to providing value.

Last Updated: July 22, 2025

Georgia joined Rathbones in November 2017. Prior to joining Rathbones, she worked at the registrars Equiniti as part of the executive dealing services responsible for high-net-worth dealing and certificated trading. She has over eight years of experience in financial services. Georgia works as a client service executive for two investment directors, James Douglas-Withers and James Ward. She manages the administration for the team, covering a variety of private clients, pensions, trusts and charities.

Last Updated: July 22, 2025

Tom joined Saunderson House (SHL) in 2008 after graduating from Durham University with a degree in Economics.  In October 2021, he joined Rathbones Financial Planning following the acquisition of SHL. He is a Chartered Financial Planner (CII) and Chartered Wealth Manager (CISI), having completed his CII Advanced Diploma in Financial Planning and CISI Masters in Wealth Management qualifications.

Last Updated: July 22, 2025

Edward joined Rathbones in 2020 as an Investment Director. Prior to Rathbones, Edward worked for 14 years at Brewin Dolphin as a Divisional Director managing discretionary bespoke multi-asset class portfolios for a variety of clients including private individuals, pension funds, corporates, trusts, family investment companies and offshore bonds. Edward worked extensively with Independent Financial Advisers and was a Trustee of the Brewin Dolphin Pension Scheme. 

Last Updated: July 22, 2025

Mark is an investment director who began his career at Rathbones in 2006.  He spent the first six years working on the central dealing desk, during which time he was responsible for trading all asset classes with a particular focus on fixed interest securities. He moved to investment management in 2012 and now manages a variety of bespoke portfolios for private clients, including SIPP’s, charities, offshore bonds and family trusts, working in a team alongside Rob Unsworth and Will Roberts. 

Last Updated: August 4, 2025

I provide comprehensive and holistic Financial Planning advice to private clients, specialising in tax-efficient investing, retirement planning and estate planning strategies. It is important for me to first understand my client's long-term financial aspirations as well as their current circumstances. Once this has been established, I will then construct a bespoke financial plan that is designed to help them achieve their financial objectives.