Last Updated: July 22, 2025

As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research.

Last Updated: July 22, 2025

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Last Updated: July 22, 2025

James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI).  James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations. 

Last Updated: July 22, 2025

Helen joined Rathbones in 2019, having previously worked in the private client teams of several leading London law firms.   She qualified in 2014 and advises clients on tax and estate planning including preparing wills and drafting and advising on trusts. Helen also deals with the administration of estates including those with an international aspect. Helen advises on Lasting Powers of Attorney. She also acts in relation to Court of Protection matters such as applications for the appointment of deputies and the approval of statutory wills and lifetime gifts.

Last Updated: July 22, 2025

Elizabeth Haigh is an investment director and chartered fellow of the Chartered Institute of Securities and Investment. She is responsible for the management of private client and trustee ethical investment portfolios, with special interest in the development of social enterprise investment. Elizabeth began her career at Laing and Cruickshank Investment Management in 1987 after graduating from the University of Bristol.

Last Updated: July 22, 2025

Nick graduated with a BA in History from Cardiff University in 2002 and is a Chartered Fellow of the Securities Institute. He started his financial services career with Barclays Wealth in London and spent five years at HSBC Global Asset Management before moving to the South West in 2015. Nick manages discretionary investment portfolios for a range of individuals, companies and trusts with a particular focus on working with Independent Financial Advisers and their clients. 

Last Updated: July 22, 2025

Stephanie joined Rathbones in 2015 and has over 15 years’ experience working in the financial services industry, having begun her career with Brewin Dolphin in 2006. She manages investment portfolios for private clients, families, SIPPs, and Trust portfolios.

Last Updated: July 22, 2025

Connor joined Rathbones in October 2020 as part of the Graduate Programme. He graduated from Northumbria University with a First-Class Honours Degree in Business Management, having won the Hewitson Award for the highest overall mark obtained in the Newcastle Business School. During his studies, he completed a 1-year placement at Asset Risk Consultants. Connor obtained the Investment Advice Diploma in 2021 and is currently studying towards the Level 7 Chartered Wealth Manager qualification.

Last Updated: July 22, 2025

My focus is on looking after private clients and creating financial solutions for their wealth. The interesting part of the job is that each client is unique and requires different types of solutions depending upon their circumstances. I manage private client portfolios and SIPP's, as well as charities and corporate accounts. Each portfolio is constructed for the individual client and their specific financial requirements. I have recently constructed a number of income portfolios for clients, who need a higher yield from their savings.

Last Updated: July 22, 2025

Paul is a Chartered Financial Planner with over 25 years’ experience. He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security. Paul is a member of the personal injury and Court of Protection team, providing financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.

Last Updated: July 22, 2025

Matthew joined Rathbones in 2014, having previously worked closely with Rathbones for a number of years as a partner, with Julian Whately, of Rooper & Whately solicitors.  Matthew qualified as a solicitor in 1999 and has extensive experience of advising clients in relation to their Wills, probates, powers of attorney and trusts.  Matthew also advises clients, including a number of landed estates, on succession planning and the proper mitigation of inheritance tax and capital gains tax.

Last Updated: July 22, 2025

I manage a broad range of portfolios for individuals, families and charities. My particular focus is on managing personal assets, Self-Invested Pension Plans/pension assets, family trusts and Inheritance tax planning wrappers.