Our financial planning team
Richard Sheeran
Senior Financial Planning Director
Richard Sheeran
Senior Financial Planning Director
Manchester
As a Chartered Financial Planner, my ethos is simple and centres on understanding what the client wants to achieve and setting objectives to support those outcomes. At Rathbones, we champion a holistic approach to financial planning, ensuring we have a full understanding of your broader financial position.
Specialist areas that form part of my practice include:
Tax and investment planning
Estate and succession planning
Retirement solutions
A successful wealth management strategy combines the skills and expertise of financial planning with a robust investment management process to deliver a framework to maximise the probability of an individual meeting their aspirations. To this end, my role often incorporates working closely alongside our Investment Managers to help clients maximise their wealth.
As a Chartered Financial Planner, my ethos is simple and centres on understanding what the client wants to achieve and setting objectives to support those outcomes. At Rathbones, we champion a holistic approach to financial planning, ensuring we have a full understanding of your broader financial position.
Specialist areas that form part of my practice include:
Tax and investment planning
Estate and succession planning
Retirement solutions
A successful wealth management strategy combines the skills and expertise of financial planning with a robust investment management process to deliver a framework to maximise the probability of an individual meeting their aspirations. To this end, my role often incorporates working closely alongside our Investment Managers to help clients maximise their wealth.
Ross Coombes
Head of Office and Senior Financial Planning Director
Ross Coombes
Head of Office and Senior Financial Planning Director
Birmingham
I lead an office of highly skilled Investment Management and Financial Planning professionals and support staff. I have a real passion for creating an environment for personal and professional development within our growing team. As a Financial Planner my focus is on taking the time to fully understand my client's lifestyle, their family and what makes them tick.By starting with a blank page I can understand what is important to them and what their hopes and dreams are for the future, so that I can start to build a financial plan to help them achieve those goals. It is vital to understand my client's current position and where they would like to get to, whether that be funding for retirement, determining if they have enough to retire, or passing money down the generations' tax efficiently. This is an ongoing process that will be refined and amended each year where appropriate, through navigating life's challenges.
I lead an office of highly skilled Investment Management and Financial Planning professionals and support staff. I have a real passion for creating an environment for personal and professional development within our growing team. As a Financial Planner my focus is on taking the time to fully understand my client's lifestyle, their family and what makes them tick.By starting with a blank page I can understand what is important to them and what their hopes and dreams are for the future, so that I can start to build a financial plan to help them achieve those goals. It is vital to understand my client's current position and where they would like to get to, whether that be funding for retirement, determining if they have enough to retire, or passing money down the generations' tax efficiently. This is an ongoing process that will be refined and amended each year where appropriate, through navigating life's challenges.
Ross D'Addio
Financial planner
Ross D'Addio
Financial planner
London
Ross joined the world of Financial Planning in 2018, following an apprenticeship in Accounting at another firm in the city of London. Ross is a Chartered Financial Planner and enjoys being able to provide and subsequently see the benefits in real time of holistic financial planning across a varied spectrum of clients. Beyond work, you’ll likely find Ross on a golf course. A statement which he believes will remain accurate indefinitely.
Ross joined the world of Financial Planning in 2018, following an apprenticeship in Accounting at another firm in the city of London. Ross is a Chartered Financial Planner and enjoys being able to provide and subsequently see the benefits in real time of holistic financial planning across a varied spectrum of clients. Beyond work, you’ll likely find Ross on a golf course. A statement which he believes will remain accurate indefinitely.