Last Updated: November 11, 2025

My priority is helping my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice to our clients with an emphasis on Retirement Planning, Estate Planning, Later Life and Financial Coaching.

Last Updated: November 11, 2025

As an Investment Manager, my priority is to help clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I build them tailored but dynamic, tax efficient portfolios that suit their present and future needs. I specialise in providing investment and portfolio management advice for all generations and I manage a wide range of discretionary investment portfolios on behalf of private clients including ISAs, pensions, offshore bonds, Trusts and companies.

Last Updated: November 12, 2025

Lee works alongside Mark Winchester in the Cambridge office, looking after client portfolios and as a dedicated point of client contact. He also sits on the Rathbones Cambridge Charity Committee, helping to support and fundraise for charities in the local area.

Last Updated: November 18, 2025

Kerry has worked for the company since 2011 initially in the Reigate office, but since its closure is now located at the Guildford office. Previous roles include Royal Sun Alliance since school leaver age, followed by the NHS Litigation Authority for the majority of her working career in secretarial and administrative roles.

Last Updated: November 18, 2025

Connor joined Rathbones in 2024 and is a Financial Planner, supporting private clients with personalised financial planning to help them achieve their long-term goals. He has been working in financial planning since 2019, developing his skills and knowledge through roles focused on investment planning, retirement strategy, and estate planning. Before joining Rathbones, he worked at a regional Wealth firm in Henley-On-Thames where he managed a wide range of client relationships.

Last Updated: November 18, 2025

Kat has worked with recipients of personal injury awards for 20 years. She provides specialist advice to clients, professional and lay deputies and guardians, and trustees of personal injury awards.  Kat joined Rathbones in 2020 from Barclays Wealth. 

Last Updated: November 18, 2025

Michal Hall joined Rathbones in 2025 as a Paraplanner based in the Guildford office. She works closely with Financial Planners and the Wealth Administration team to produce tailored financial reports for clients. Michal began her career in South Africa, where she spent a decade developing her expertise in Paraplanning before relocating to the UK two years ago to continue in the profession.

Last Updated: November 18, 2025

Benny joined Rathbones in February 2025 after graduating from the University of Exeter with a first-class degree in Economics and Business. He now supports investment managers with investment decisions, discretionary portfolio management, and client relations. Benny is currently working towards his Investment Advice Diploma and has a passion for golf and cricket amongst other sports.

Last Updated: November 18, 2025

Oliver joined Rathbones in 2022 as a Paraplanner based in the Guildford office. He works closely with Financial Planners and the Wealth Administration team to produce tailored financial reports for clients. Oliver has been working in financial services since 2005, developing his knowledge and expertise while working with some of the largest banking organisations and wealth managers in the UK. Oliver holds a Business degree from the University of East Anglia and Diploma in Financial Planning.

Last Updated: October 17, 2025

Jay is an Investment Director and Chartered Wealth Manager, helping clients build sustainable, long-lasting wealth. Whether that wealth is still being accumulated or already established, Jay ensures the investment strategy is aligned with each client’s broader life, business, family, and career goals. This gives clients the freedom and clarity to focus on what matters most to them. Jay has worked within the Rathbones Group for over a decade, joining Investec Wealth & Investment in 2015 before becoming part of Rathbones in 2023.

Last Updated: October 17, 2025

Alongside three other senior Investment Directors, Nick co-leads a team of 12 investment specialists advising high-net-worth individuals, families, and their companies/charities. Each wealth strategy is bespoke, shaped by clients’ tax, risk, income, and long-term legacy goals.  He specialises in the tax-efficient management of onshore and offshore portfolios, ISAs, pensions, trusts, and family investment companies.

Last Updated: October 21, 2025

Lucy is an investment manager at Greenbank having joined in October 2020. She graduated from Cardiff University in 2018 with a first class degree in Mathematics, Operational Research and Statistics (BSc). Lucy is a CFA Charterholder and has also achieved the CISI Level 4 Investment Advice Diploma in Securities.