Our financial planning team

I work within the Liverpool Financial Planning team, providing holistic financial planning to private clients. We work with clients to help them establish their long term financial goals, and we recommend and implement a suitable financial plan to meet these goals. Ultimately, we aim to help clients gain control and peace of mind over their finances.

I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax-efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees. I also head up our Guildford Office.

Gareth is a Regional Manager for Financial Planning in the London Region. He has nearly 30 years' experience in Financial Services. He has a background of number of years delivering advice to clients for a number of firms including Bristol & West, Santander and Lloyds Bank before moving into a Supervisory background and then latterly managing teams of advisers. He has been recognised by colleagues on number of occasions with awards for his passion and dedication to the role in helping others become the best they can be.

Gareth heads up a Team of outstanding client facing advisers in London. He is a Fellow of the Personal Finance Society and joined Rathbones in 2021.

When Gareth is not working, he enjoys spending time with his family, keeping fit and watching sport.