Investing with care. For long-term security.
Rathbones’ dedicated personal injury (PI) and Court of Protection (COP) team believes it is essential to work closely with clients, deputies, trustees and families to help meet their current and future needs.
Our approach to investment and advice in this area is built on a solid foundation of experience and expertise.
We take time to meet with clients, their families and professional advisers to understand their circumstances, needs and objectives. It’s our belief that only by listening to and truly understanding our clients can we create strategies to help meet their long term plans and requirements.
Our team has over 100 years’ combined experience and over this time we’ve built strong relationships with professionals in this area. If matters need resolving outside the scope of investments, we can bring the expertise of this network to offer additional support. We are trusted to manage over £1 billion of personal injury settlements, making us one of the leading specialist investment managers in the UK.
HOW CAN WE HELP YOU?
There are two distinct elements to our services.
INVESTMENT MANAGEMENT AND FINANCIAL PLANNING
Our Team
Leanne Whitter
Business Development Director
Leanne Whitter
Business Development Director
Bournemouth
As Business Development Director for the Bournemouth office, I work with professional advisers to achieve the most suitable investment solutions for their clients. In order to do this it is important to get to know both the adviser, their business and how they build relationships with their clients - a personal and high level of service is very important to me, therefore, relationship management is also a key part of my role. My aim is to add value and assist advisers in supporting their clients when making some of the most important financial decisions, for both theirs and their families' future.
As Business Development Director for the Bournemouth office, I work with professional advisers to achieve the most suitable investment solutions for their clients. In order to do this it is important to get to know both the adviser, their business and how they build relationships with their clients - a personal and high level of service is very important to me, therefore, relationship management is also a key part of my role. My aim is to add value and assist advisers in supporting their clients when making some of the most important financial decisions, for both theirs and their families' future.
Michelle Hallam
Advice Assurance Associate
Michelle Hallam
Advice Assurance Associate
Manchester
I began my career as a Paraplanner and progressing to Senior Paraplanner in October 2021. As a Paraplanner, you work closely with the financial planners to gain an understanding of a clients circumstances, goals and ambitions to enable you to undertake research and provide a recommendation for the client. I have recently moved into the Advice Assurance Team and part of my role is to review recommendation reports issued to clients across the company to ensure that the advice being given is relevant and meets the clients objectives and ensuring the information is clear and easy for the client to understand.
I began my career as a Paraplanner and progressing to Senior Paraplanner in October 2021. As a Paraplanner, you work closely with the financial planners to gain an understanding of a clients circumstances, goals and ambitions to enable you to undertake research and provide a recommendation for the client. I have recently moved into the Advice Assurance Team and part of my role is to review recommendation reports issued to clients across the company to ensure that the advice being given is relevant and meets the clients objectives and ensuring the information is clear and easy for the client to understand.
Bradley Wright
Financial planner
Bradley Wright
Financial planner
London
Brad joined Rathbones as a financial planner in 2021 and provides specialist advice to clients and their representatives within Rathbones’ Court of Protection team. With over 10 years’ experience in helping clients to maximise and protect their wealth, he brings a range of experience from a variety of different roles and is passionate about helping clients to achieve all of their financial planning objectives.
Brad holds a master’s degree in Commercial Law from the University of Edinburgh and prior to this, lived in Denmark and Belgium where he gained a first class honours degree in European Business Management.
Brad joined Rathbones as a financial planner in 2021 and provides specialist advice to clients and their representatives within Rathbones’ Court of Protection team. With over 10 years’ experience in helping clients to maximise and protect their wealth, he brings a range of experience from a variety of different roles and is passionate about helping clients to achieve all of their financial planning objectives.
Brad holds a master’s degree in Commercial Law from the University of Edinburgh and prior to this, lived in Denmark and Belgium where he gained a first class honours degree in European Business Management.
Neil Hardman
Investment director
Neil Hardman
Investment director
Edinburgh
Neil is an investment director and has over 10 years’ experience of managing investments for a wide range of private clients, trusts and charities. Prior to joining Rathbones, Neil was an investment director at Evelyn Partners where he worked since 2011 . As well as being a member of the Scotland charity team, Neil was also a member of the direct equity committee where he helped guide the process for investing in direct equities throughout the wider company. Neil is a Chartered Fellow of the CISI and holds a 2:1 MA in History and International Relations from Aberdeen University.
Neil is an investment director and has over 10 years’ experience of managing investments for a wide range of private clients, trusts and charities. Prior to joining Rathbones, Neil was an investment director at Evelyn Partners where he worked since 2011 . As well as being a member of the Scotland charity team, Neil was also a member of the direct equity committee where he helped guide the process for investing in direct equities throughout the wider company. Neil is a Chartered Fellow of the CISI and holds a 2:1 MA in History and International Relations from Aberdeen University.
Paul Sayers
Financial planning director
Paul Sayers
Financial planning director
London
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 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 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 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.