Last Updated: July 22, 2025

Harry is a Client Services Executive assisting a Team of Investment Directors and Investment Managers, managing over £1.2bn in assets for private clients, self-invested personal pensions, and charities. Harry joined Rathbones in 2021, having previously worked as an Investment Administrator at Quilter Cheviot for over 4 years. Harry is a member of the Chartered Institute for Securities and Investments (CISI), and is working towards the Level 4 Investment Advice Diploma.

Last Updated: July 27, 2025

James works closely with a diverse range of clients, including entrepreneurs and current and former Partners from Big Four accountancy firms and Magic Circle law firms. He is passionate about helping clients achieve financial independence through thoughtful, strategic planning and tailored investment advice.James joined Saunderson House after graduating with First Class Honours in Biomedicine from Lancaster University. He holds Chartered Financial Planner status and is now part of Rathbones Financial Planning, following the acquisition of Saunderson House.

Last Updated: July 22, 2025

Tony is an investment director. He started his career in stock broking with Allied Provincial in 1987 and over a number of years worked in their Leeds, Lymington and Kendal offices before returning to Lymington to join Brewin Dolphin in 1998 where he became a divisional director. He joined Rathbones in September 2012. Tony specialises in managing portfolios for private individuals, trusts and pension funds and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

I provide holistic financial planning advice and manage multi-asset portfolios as part of our Wealth Planning service to a range of private clients, families and trusts. By focussing on each client's goals and aspirations as a starting point, I am able to create bespoke financial plans and investment strategies built around tax-efficient structures and principles. Frequently strategies are put in place to build wealth over time, plan for income during retirement or to ensure hard earned assets can be passed effectively and tax efficiently between generations over time.

Last Updated: July 22, 2025

Elliot joined Rathbones’ charity team in 2016 from Investec Wealth & Investment, where he spent eight years as an investment manager in the charities team. He has over 15 years' experience of advising and managing private client portfolios and charity investments. As a trustee and treasurer of Shaftesbury Young People, a charity dedicated to the lives of young and disadvantaged children, and a founding trustee of a Chinese arts-based charity, Elliot brings a wealth of experience and insight to helping charities achieve their future growth goals.

Last Updated: July 22, 2025

Nehal joined Rathbones in 2010 having previously worked at EFG Private Bank. Nehal worked in compliance where she gained valuable experience and joined Jane Sydenham’s team in 2014. Nehal manages portfolios for individuals, family groups and their associated trusts, charities and pension funds. She also has a number of international clients.

Last Updated: July 22, 2025

John joined Rathbones in 2018 having previously worked as an investment research analyst in Singapore. He is an Investment Manager based in the Newcastle office, specialising in the management of private client, trust, offshore and pensions fund portfolios.

Last Updated: July 22, 2025

I work closely with investment managers to pitch for business with existing and potential clients, and with colleagues in the Investment & Research Office to manage the firm's discretionary fixed income mandates. I also provide commentary on fixed income markets and help with the selection of bond funds and individual credits, providing bespoke solutions and portfolio proposals to a wide range of clients.

Last Updated: July 22, 2025

My role is to help my clients achieve their financial goals by working with them to develop and manage bespoke portfolios, which are tailored to their evolving requirements. My clients include private individuals, trusts, pension schemes and corporates. In addition to my portfolio management role, I also sit on two of Investec's key committees which guide and oversee our investment process.

Last Updated: July 22, 2025

As a Senior Investment Director, I am committed to helping my clients understand and, using the extensive resources provided by our research department, focus their investment strategy to help them achieve their financial objectives. I manage discretionary investment portfolios for private clients, local charities, trusts, personal injury trusts and clients of professional advisers.

Last Updated: July 22, 2025

My priority is to help my clients achieve their investment goals by understanding their current position, requirements and financial objectives, in order to help them build a bespoke Investment Portfolio which suits their present and future needs. While I am based in our Edinburgh Office, I have clients across the whole of the UK and travel widely to ensure strong client relationships built on mutual trust.

Last Updated: July 22, 2025

Ed is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having joined Saunderson House 20 years ago and moved to Rathbones in 2022, he is also an authorised Pension Transfer Specialist. Ed specialises in the provision of strategic financial planning, working with clients to build and execute their plans to achieve financial independence, with a focus on the bigger picture as well as the smaller details.