Our financial planning team

Kirstie McKeown

Financial planning director
Kirstie Mckeown head shot - Rathbone Investment Management
Kirstie McKeown
Financial planning director

Kirstie joined Rathbones in February 2013 to assist in establishing the Newcastle office. Previously she spent over 25 years working for Lloyds Private Banking and Lloyds TSB Independent Financial Advisers. Kirstie is part of the specialist personal injury and Court of Protection team at Rathbones and has advised deputies and trustees in this area for over a decade.

Kirstie qualified as a Chartered Financial Planner in 2007 and became a Fellow of the Personal Finance Society in 2008.  She specialises in the provision of holistic financial planning to high-net-worth individuals.

Aaron McLoughlin

Senior financial planner
Aaron Mcloughlin headshot - Rathbone Investment Management
Aaron McLoughlin
Senior financial planner

Aaron is a senior financial planner in London with over 10 years of experience in financial services, and has joined Rathbones from Kleinwort Benson, where he was head of financial planning. Prior to this he worked with the financial planning team at Lloyds Private Bank covering their London Mayfair office.

Aaron is a Chartered Financial Planner, a Fellow of the Personal Finance Society, and is a qualified Trust and Estate Practitioner, with a specialist qualification in UK Tax Planning for International Clients, from The Society for Trusts and Estate Planning (STEP).

Aaron has significant experience in providing holistic financial advice to individuals, corporates, and trustees. He helps clients across a broad range of areas including protecting their wealth, retirement planning, investment structuring, and has a particular interest in advising on complex tax and succession planning.

Alanah Fleming

Financial planner
Alanah Fleming
Financial planner

Shortly after joining Rathbones in 2015, Alanah completed her Diploma in Financial Planning from the Chartered Insurance Institute (CII). She obtained Chartered Financial Planner status in December 2018 and shortly after became a Fellow of the Personal Finance Society (PFS) in June 2019. 

She has over nine years’ experience in the industry having previously worked for Brewin Dolphin assisting two financial planners. She has also spent time working from our Newcastle office.

Alanah provides tailored financial planning advice to our private clients in retirement accumulation and decumulation stages, tax-efficient investments and structures, estate planning and protection planning.

Andy Stevenson

Financial planner
Andy Stevenson
Financial planner

Andy is a financial planner with over 14 years’ experience working in the financial services industry and nearly five years with Rathbones. Andy holds Diplomas in Financial Planning and Regulated Financial Planning, and is aiming to complete his level 6 Chartered qualification next year. Andy provides holistic financial planning to high net worth individuals in partnership with investment managers and through the building of long-term client relationships in order to help clients achieve their financial goals.

Bryan Amos

Financial planning assistant
Bryan Amos
Financial planning assistant

Bryan joined Rathbones from Prudential Financial Planning, where he worked as a financial adviser. He previously worked at Scottish Widows as a life, pensions, investment and retirement consultant. Bryan holds the Diploma in Financial Advice from the London Institute of Banking and Finance and is currently working towards his Advanced Diploma.

He assists with client meetings and the associated tasks as well as drafting certain pieces of advice.

Christine Edwards

Financial planning assistant
Christine Edwards
Financial planning assistant

Christine joined Rathbones in 2019 having previously worked at St. James’s Place and Lloyds Private Banking.

She is a member of the Chartered Insurance Institute, holding the Diploma in Regulated Financial Planning and she is currently pursuing Chartered Financial Planner status by working towards the Advanced Diploma.

Christine assists with client meetings and the associated tasks as well as drafting certain pieces of advice.

Christopher Bartlett

Financial planning director
Christopher Bartlett head shot - Rathbone Investment Management
Christopher Bartlett
Financial planning director

Chris joined Rathbones from a national independent financial adviser and as well as being a Chartered Financial Planner is a Fellow of the Personal Finance Society. Chris has been advising individuals and businesses since 1998 on investment, pension and inheritance tax. His areas of specialism include the planning relating to drawing benefits from pension plans and the use of trusts as part of family financial planning. Chris ensures that all of his clients examine all areas of financial planning to help them and their families plan in an ever-increasing complex world.

David Bowen

Senior financial planner
David Bowen
Senior financial planner

David is a Chartered Financial Planner and joined Rathbones in 2018 from Brewin Dolphin where he worked for the last 14 years in both Dundee and Edinburgh.

He started his career as an investment manager, before switching into a financial planning role and is now responsible for advising private clients on all aspects of financial planning. David is therefore experienced in working with a fully integrated approach to both financial planning and investment management. He now advises on retirement accumulation and decumulation strategies, tax-efficient investment and structures, estate planning and inheritance tax planning and protection planning.

David holds an MA (Hons) in Economics from the University of St Andrews, and is both a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment, as well as a Chartered Financial Planner with the Chartered Insurance Institute.

David Nelson

Senior financial planner
David Nelson
Senior financial planner

David is a Chartered Financial Planner and Fellow of the Personal Finance Society. He joined Rathbones in April 2016 from the multi-family office Stonehage Fleming. David began his financial planning career in 2004 and over that time has provided effective counsel to a varied portfolio of wealthy individuals and families. He has a large professional network and works hard to ensure his clients receive the best possible outcomes and ongoing service.

David has been recognised as one the UK’s leading HNW Wealth Managers in the Spear’s 500, is highlighted on the Citywealth Leaders List and earlier in his career was named in Private Client Practitioner’s Top 35 under 35 on three occasions. He was awarded the inaugural Spear’s ‘young turk’ Wealth Manager of the Year title in 2012.

Grant McEwan

Financial planning assistant
Grant McEwan
Financial planning assistant

Grant graduated from Heriot-Watt University in 2014 with a first class degree in Business Management with Marketing. After working for Merck in the pharmaceutical industry, he completed the CFA UK’s Investment Management Certificate. In 2016 Grant joined Carbon Financial Partners as a graduate trainee and completed the Diploma in Regulated Financial Planning in 2017. He is currently progressing towards the Advanced Diploma.

Grant assists with client meetings and the associated tasks as well as drafting certain pieces of advice.

Joseph Jewell

Financial planning assistant
Joseph Jewell
Financial planning assistant

Joe holds the Diploma in Regulated Financial Planning and is studying towards chartered status with the Chartered Insurance Institute. He graduated from the University of the West of England with a first class honours in Economics of Money, Banking and Finance in 2014.

Prior to joining Rathbones, Joe worked for St James’s Place as an assistant adviser.

He assists with client meetings and the associated tasks as well as drafting certain pieces of advice.

Kindar Brown

Senior financial planner
Kindar Brown
Senior financial planner

Kindar joined Rathbones in 2019 with over 20 years’ experience.

Kindar is one of a relatively small number of advisers in the UK to hold both the Chartered Financial Planner designation from the Personal Finance Society and the internationally recognised Certified Financial Planner Certification from the Chartered Institute for Securities and Investment. She is also a qualified financial neutral through Consensus Collaboration Scotland which allows her to act in collaborative divorce cases.

Kindar is very experienced in providing clients with a holistic financial planning service including advice on matters such as tax efficient wealth structuring, retirement income planning, inheritance tax and estate planning. She has a particular interest in cashflow modelling and providing clients with the peace of mind to live their lives the way they want, unburdened by financial worries. Kindar is passionate about the benefits financial planning can offer clients and she truly enjoys being involved in a clients’ financial planning journey and the peace of mind it can bring.

Laura Dempsey

Financial planning assistant
Laura Dempsey
Financial planning assistant

Laura joined the team in 2017 and has over six years’ experience in the financial services industry.

Shortly after joining Rathbones, she completed her Diploma in Financial Planning and is currently working towards Chartered Financial Planner status.

Laura has worked for a number of financial institutions including Canada Life and Succession Group.

She assists with client meetings and the associated tasks as well as drafting certain pieces of advice.

Lloyd Davies

Financial planner
Lloyd Davies
Financial planner

Lloyd is a fully qualified financial planner and member of the Chartered Insurance Institute (CII), as well as holding the Certificate in Discretionary Investment Management. He has recently re-joined Rathbones after a stint working elsewhere, where he spent time advising clients on all aspects of financial planning as well as honing his skills and technical expertise.

Lloyd believes that the client relationship is the best foundation to help understand how financial planning can benefit clients in achieving their long term goals. He is passionate about all areas of financial planning with particular focus on inheritance tax and pension planning.

He is in the process of becoming a Fellow of the Personal Finance Society and outside of work plays rugby for Esher in National League 1.

Michael Dodds

Financial planning assistant
Michael Dodds
Financial planning assistant

Michael joined Rathbones in July 2019 having worked with True Potential Wealth Management. He has obtained his Diploma in Financial Planning and is working his way towards Chartered Financial Planning status. Michael has an MSc in International Business from Newcastle University.

He assists with client meetings and the associated tasks as well as drafting certain pieces of work.

Mike Hunter

Senior financial planner
Mike Hunter head shot - Rathbone Investment Management
Mike Hunter
Senior financial planner

Mike is a senior financial planner, joining Rathbones in 2017 from Lloyds Bank Private Clients. Mike has over 30 years’ experience working in the financial services industry. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society who specialises in providing holistic financial planning to high net worth individuals.

Myles Martin

Financial planning assistant
Myles Martin
Financial planning assistant

Myles graduated from the University of Liverpool in 2015 with a first class honours degree in International Business and has a keen interest in financial planning and investment management.

He joined Rathbones in 2018 after completing the Diploma in Financial Planning with the Personal Finance Society (CII) in a role where he was advising business clients on group schemes and various protection products.

Myles is now working towards Chartered Financial Planner status. He currently assists Mike Hunter and Andy Stevenson with formulating advice and client meetings.

Paul Sayers

Senior financial planner
Paul Sayers
Senior financial planner

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 independent financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.

In his spare time he is a director for Cranleigh Riding for the Disabled.

Paul Watson

Senior financial planner
Paul Watson
Senior financial planner

Paul is an experienced Chartered Financial Planner who is working towards becoming a Fellow of the Personal Finance Society. He joined Rathbones in 2018 after spending three years as an independent financial adviser working for Argyle Consulting  looking after high net worth clients and has over 20 years working in the financial service industry.

Paul provides tailored financial planning advice to our private clients in retirement accumulation and decumulation strategies, tax efficient investment and structures, estate planning and inheritance tax planning and protection planning.

Philip Baker

Senior financial planner
Philip Baker head shot - Rathbone Investment Management
Philip Baker
Senior financial planner

Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.

Philip previously worked at the Private Bank C. Hoare & Co, joining Rathbones in August 2016. He is a Chartered Financial Planner and a Chartered Member of the Chartered Institute for Securities and Investments.

Richard Nicholls

Financial planning director
Richard Nicholls
Financial planning director

Richard is a graduate of the London School of Economics and has been working within the financial services industry for ten years. Since joining Rathbones in January 2009 he has successfully obtained Chartered status and is now a Fellow of the Personal Finance Society.  Richard provides holistic financial planning to high net worth clients and has extensive knowledge and experience in advising clients on: their pensions and meeting specific retirement objectives; structuring investments to maximise tax efficiency; protecting themselves and their families in the event of death or long-term illness; estate planning and the mitigation of inheritance tax.

Sam Tisbury

Financial planning assistant
Sam Tisbury
Financial planning assistant

Sam completed his Diploma in Financial Planning in May 2017 and is now working towards Chartered Financial Planning status. He has worked in financial services for over 10 years and has worked for a number of financial institutions, including Saunderson House, Tilney and Suffolk Life.

Sam specialises in cash flow planning and assists with client meetings and the associated tasks as well as drafting certain pieces of advice.

Stuart Grennan

Senior financial planner
Stuart Grennan
Senior financial planner

Stuart is a Chartered Financial Planner and Fellow of the Chartered Management Institute with 28 years’ experience as a financial adviser. Stuart specialises in pensions and technical financial planning; providing advice to directors of FTSE-100 listed companies, AIM listed and private companies. This advice can include inheritance tax mitigation, generational wealth succession and retirement planning.

Prior to joining Rathbones, Stuart worked in a consultancy capacity to the CEO of Sanlam Private Wealth (SPW) having sold his financial planning business to SPW in early 2018. Stuart has held several Board appointments and was previously responsible for the Private Clients division of Gallagher Benefit Consulting Limited. Prior to this, Stuart has held roles as an Independent Financial Adviser at Torquil Clark plc and Sedgwick Financial Services.

Stuart’s outside interests are mainly sports-focused competing in triathlons, ultraruns and canicross events.

William Bartlett

Financial planner
William Bartlett
Financial planner

William joined Rathbones in 2014 and is a Chartered Financial Planner and a member of the Chartered Insurance Institute (CII) responsible for delivering independent financial advice to his clients over a broad range of financial planning. He holds the Advanced Diploma in Financial Planning alongside the Certificate in Discretionary Investment Management and the Certificate in Securities Advice and Dealing.     

William’s aim is to make his clients’ lives easier by helping them structure their finances to provide peace of mind so that they are free to spend more time focusing on the issues in life that matter more to them.

William Bryant

Senior financial planner
William Bryant
Senior financial planner

William is a fully qualified financial planner with over 18 years’ experience working in the financial services industry and is a member of the Chartered Insurance Institute (CII). As well as working in a client facing advisory role prior to joining Rathbones, he built up his knowledge of the finance industry while working as an emerging markets equity trader in the City. This has given him deep insight into the issues faced by professional investors and he aims to bring this real-world experience, together with a wide range of expertise and knowledge in building and preserving wealth, to his clients.

He completed his MBA from the University of Oxford and is working to complete his level 6 Chartered qualification this year.

William provides holistic financial planning to private clients, working alongside Rathbone’s investment managers, to help them achieve their financial goals.

William Evans

Financial planner
William Evans
Financial planner

William is a fully qualified financial planner and a member of the Chartered Insurance Institute (CII). He joined Rathbones in 2017, from Lansdown Place Wealth Management in Bristol, where he spent time advising clients on all aspects of financial planning.

William believes in forming long term relationships to help clients achieve their financial planning goals and objectives. He has experience in advising clients on tax, retirement and estate planning. He is in the process of becoming a Fellow of the Personal Finance Society.