Our financial planning team
Amanda Cook
Financial Planning Director
Amanda Cook
Financial Planning Director
Bournemouth
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.
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.
Amy Brown
Paraplanner
Amy Brown
Paraplanner
Cheltenham
As a Paraplanner here in the Cheltenham office my primary job is to support the South West regional Financial Planning team. I work alongside the Planners to conduct detailed research, review clients' financial situations and complete technical reports. The team works closely with clients' Investment Managers, Accountants and Solicitors to help them form a financial plan which meets their objectives. I liaise with all those involved from the start of our client's Rathbones journey to the point that the plan is formed and beyond. I am also here to help clients with any administration queries should they need my assistance and to provide a primary point of contact for the team.
As a Paraplanner here in the Cheltenham office my primary job is to support the South West regional Financial Planning team. I work alongside the Planners to conduct detailed research, review clients' financial situations and complete technical reports. The team works closely with clients' Investment Managers, Accountants and Solicitors to help them form a financial plan which meets their objectives. I liaise with all those involved from the start of our client's Rathbones journey to the point that the plan is formed and beyond. I am also here to help clients with any administration queries should they need my assistance and to provide a primary point of contact for the team.
Andrew Price
Financial Planning Director
Andrew Price
Financial Planning Director
Edinburgh
I specialise in providing private clients with full holistic and bespoke financial planning advice. I focus on your personal tax planning, estate planning and the pre- and post-retirement stages of retirement planning.
I specialise in providing private clients with full holistic and bespoke financial planning advice. I focus on your personal tax planning, estate planning and the pre- and post-retirement stages of retirement planning.