Kirstie joined Rathbones in February 2013 having worked for Lloyds TSB Private Banking and Lloyds TSB Independent Financial Advisers for 25 years. She gained Fellowship of the Personal Finance Society in 2008 and specialises in providing holistic Financial Planning to High Net Worth individuals and companies on pensions, investments, protection, and tax planning matters.
Matt joined Rathbones in January 2013 and has nearly 15 years IFA experience within some of the leading global professional firms where he has worked with CEOs and Senior Executives of some of the UK's leading companies, Partners of professional firms and entrepreneurs. He has worked with FTSE listed companies on implementing and communicating complex pension changes for their employees. His areas of specialism include pre and post pensions solutions, complex tax and succession planning, and protection.
Aaron Mcloughlin 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.
Amanda Browning is a Senior Financial Planner for the Bristol Office with over twenty years experience of advising wealthy individuals on a wide range of financial planning matters including inheritance tax mitigation, generational wealth succession, family and business protection and pension planning.
Amanda Joined Rathbones in October from Coutts where she was an Investment Manager for four years. Prior to this she spent twenty years at Lloyds Private Banking covering a broad spectrum of financial and investment planning. She holds qualifications as a Chartered Financial Planner and as a Chartered Wealth Manager.
Amanda is a Fellow Chartered member of the Chartered Insurers Institute as well as a Chartered member of The Chartered Institute for Securities & Investments.
Bill is a senior Financial Planner, with over 30 years’ of experience in Financial Services, having worked for a Global Life and Pensions firm, a National IFA, a FTSE 100 Private Bank and latterly a UK Investment Management Group prior to joining Rathbones in 2017.
He is a Chartered Financial Planner and Fellow of the Personal Finance Society (PFS) and provides holistic, independent financial advice to many high net worth individuals and business clients.
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.
Colin Monton is a Senior Financial Planner responsible for advising private clients and trusts in all aspects of financial planning. He has been advising private clients and their families on complex estate planning, pension solutions and generational wealth succession since 2001.
Prior to joining Rathbones, Colin was a director at Coutts and HSBC International, advising internationally mobile and non domicile clients on country specific tax solutions and excluded property trusts.
Colin is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a member of the Chartered Institute for Securities and Investment. Furthermore, he holds qualifications from other jurisdictions, well placing him to comment on cross jurisdictional financial planning matters.
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.
Ian Stewart is director, responsible for advising individuals, companies and professional partnerships on many aspects of financial planning, including pensions, inheritance tax and trusts. He is a member of the Personal Finance Society and Chartered Insurance Institute and is a Chartered Financial Planner.
Prior to joining Rathbones, Ian established a pension consultancy within the private client division of Collins Stewart.
Mike is a senior financial planner, joining Rathbones in 2017 from Lloyds Bank Private Clients. Mike has over 30 years’ experience of 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.
Phillip joined Rathbones in November 2015 and has over thirteen years’ experience in Financial Planning. He is a Chartered and Certified Financial Planner and a Fellow of the Personal Finance Society.
Phillip strongly believes in helping clients achieve clarity regarding their lifetime goals. He provides clear, practical and highly personal financial planning advice that can be trusted to meet their aspirations. He can provide advice on a standalone basis, but Phillip believes in building ongoing relationships with his clients to ensure their plans remain suitable, responding to changes in their circumstances and objectives.
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 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.
Tony is a Chartered member of the CISI and a senior financial planner with over 18 years’ experience working as an independent financial advisor and a Wealth Manager before joining Rathbones. Tony specialises in offering a personal service which encompasses establishing clients personal and financial goals, holistic financial planning and building long-term relationships.
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.