YOUR WEALTH MANAGEMENT EXPERTS
We provide individual investment and wealth management services for private clients, charities, trustees and professional partners.
WE ARE DELIGHTED TO PROVIDE DEDICATED FINANCIAL ADVICE, INVESTMENT AND WEALTH MANAGEMENT SERVICES FOR PwC PARTNERS.
We look after almost 200 current and retired PWC Partners and have your firm’s internal arrangements in place to work alongside your Partner Independence team and Partnership Tax team. We have developed a PwC Whitelist of pre-approved and centrally monitored investments available to all PwC partners and directors. These investments include direct equity and bond investment as well as unit trusts, investment trusts and trackers. We have access to AIR (Automatic Investment Reporting) which removes the need for post trade-updates on CHECKPOINT within your portfolio with only one ‘Rathbones’ entry required and furthermore, within these agreements, your investments will always be fully compliant with independence requirements to provide you with the assurance of investing safely without concern of breaching any rules. We also have FS and non-FS versions of our WALLED GARDEN, providing access to risk rated bespoke portfolios with access to all of the investments listed above.We have your firm’s internal arrangements in place to work alongside your Partner Independence team and Partnership Tax team. We have developed a PwC Whitelist of pre-approved and centrally monitored investments available to all PwC partners and directors. These investments include direct equity and bond investment as well as unit trusts, investment trusts and trackers. The Whitelist should remove the need for KICS updates within your portfolio with only one ‘Rathbones’ entry required and furthermore, within these agreements, your investments will always be fully compliant with independence requirements to provide you with the assurance of investing safely without concern of breaching any rules.
MEET OUR TEAM
Chris Coomber
Financial Planning Director
Chris Coomber
Financial Planning Director
Chris has been helping clients for over 16 years, with a particular specialism in partners at PwC and other accountancy practices, barristers and city professionals. Chris, who studied Economics at the University of Cambridge, is a Chartered Financial Planner and Fellow of the Personal Finance Society and has spoken regularly on behalf of the Chartered Insurance Institute. He joined Saunderson House (SHL) in 2007 and is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. He enjoys that each client is unique, with their own personal goals and wishes, and likes nothing more than working collaboratively to achieve them. He has a particular interest in the use of cash flow modelling to tailor a high-level roadmap for each client, which helps shape the strategy adopted in other areas. This typically includes helping clients decide how their families can be best protected, how to grow their portfolio, when they can afford to retire and how they can live the life they wish. Outside of work, Chris is a sports fanatic and enjoys many weekends playing hockey or softball, as well as hitting the ski slopes in winter. He is also a keen cyclist, having completed various multi-day international rides for charity. Chris also spent two summers teaching sports to children in the USA, before starting his financial planning career.
Chris has been helping clients for over 16 years, with a particular specialism in partners at PwC and other accountancy practices, barristers and city professionals. Chris, who studied Economics at the University of Cambridge, is a Chartered Financial Planner and Fellow of the Personal Finance Society and has spoken regularly on behalf of the Chartered Insurance Institute. He joined Saunderson House (SHL) in 2007 and is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. He enjoys that each client is unique, with their own personal goals and wishes, and likes nothing more than working collaboratively to achieve them. He has a particular interest in the use of cash flow modelling to tailor a high-level roadmap for each client, which helps shape the strategy adopted in other areas. This typically includes helping clients decide how their families can be best protected, how to grow their portfolio, when they can afford to retire and how they can live the life they wish. Outside of work, Chris is a sports fanatic and enjoys many weekends playing hockey or softball, as well as hitting the ski slopes in winter. He is also a keen cyclist, having completed various multi-day international rides for charity. Chris also spent two summers teaching sports to children in the USA, before starting his financial planning career.
Yemisi Duroshola
Chartered Financial Planner
Yemisi Duroshola
Chartered Financial Planner
Yemisi is a Chartered Financial Planner and has been authorised to provide advice since 2012. She worked at Saunderson House for 16 years, having joined the firm following graduation from the University of Bristol with a degree in Economics and Management, prior to Saunderson House integrating with Rathbones Financial Planning in 2024. Yemisi holds the Advanced Diploma in Financial Planning and takes pride in providing an individually tailored service to her clients, to help clients achieve their long term objectives. Yemisi enjoys meeting with new clients, both during their careers to help them formulate a plan to build up the wealth required to provide for them in retirement, and also as they approach retirement to understand how the portfolio they have built up will provide them with financial independence. With many clients lacking the time to tend to their own financial matters given their hectic schedules, Yemisi prides herself on being extremely proactive and ensuring that no stone is left unturned, giving clients complete peace of mind.
Yemisi is a Chartered Financial Planner and has been authorised to provide advice since 2012. She worked at Saunderson House for 16 years, having joined the firm following graduation from the University of Bristol with a degree in Economics and Management, prior to Saunderson House integrating with Rathbones Financial Planning in 2024. Yemisi holds the Advanced Diploma in Financial Planning and takes pride in providing an individually tailored service to her clients, to help clients achieve their long term objectives. Yemisi enjoys meeting with new clients, both during their careers to help them formulate a plan to build up the wealth required to provide for them in retirement, and also as they approach retirement to understand how the portfolio they have built up will provide them with financial independence. With many clients lacking the time to tend to their own financial matters given their hectic schedules, Yemisi prides herself on being extremely proactive and ensuring that no stone is left unturned, giving clients complete peace of mind.
Lee Bailey
Financial Planning Director
Lee Bailey
Financial Planning Director
Lee started his career in financial services thirty years ago and has spent much of it advising high net worth individuals, specialising in retirement provision, inheritance tax mitigation and investment planning. Clients particularly value Lee’s attention to detail, listening skills and empathy when discussing theirs and their family’s financial futures. Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is married to Sarah and has two children. Away from the office, Lee enjoys making use of his private pilot license, scuba diving, cooking and spending time with family and friends.
Lee started his career in financial services thirty years ago and has spent much of it advising high net worth individuals, specialising in retirement provision, inheritance tax mitigation and investment planning. Clients particularly value Lee’s attention to detail, listening skills and empathy when discussing theirs and their family’s financial futures. Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is married to Sarah and has two children. Away from the office, Lee enjoys making use of his private pilot license, scuba diving, cooking and spending time with family and friends.
Ross Bridger
Investment director
Ross Bridger
Investment director
Ross began his career in operations at Lifetime Group and subsequently Singer & Friedlander. He then spent almost six years with Jupiter Asset Management as a portfolio manager before joining Rathbones in September 2014.
Ross graduated from Cambridge University with a master's degree in Natural Sciences and is a Chartered Wealth Manager and Chartered Member of the CISI (Chartered Institute for Securities & Investment). He now sits on the CISI examination panel for the Financial Markets module of the Chartered Wealth Manager qualification (formerly known as CISI Masters in Wealth Management).
Ross began his career in operations at Lifetime Group and subsequently Singer & Friedlander. He then spent almost six years with Jupiter Asset Management as a portfolio manager before joining Rathbones in September 2014.
Ross graduated from Cambridge University with a master's degree in Natural Sciences and is a Chartered Wealth Manager and Chartered Member of the CISI (Chartered Institute for Securities & Investment). He now sits on the CISI examination panel for the Financial Markets module of the Chartered Wealth Manager qualification (formerly known as CISI Masters in Wealth Management).
ROBERT WALKER
Investment director
ROBERT WALKER
Investment director
Robert joined Rathbones in 2014 as an investment director. He started his investment career over 20 years ago at Coutts & Co as a portfolio manager in their investment department after graduating from Newcastle University with a degree in Economics and Business Management in 1994.
After gaining his investment qualifications at Coutts he then moved to the Private Client division of Invesco Perpetual as investment director and was responsible for the integration of Perpetual’s Private Client division, focussing on the management of both UK and international private client portfolios. In 2004, Invesco Perpetual sold their Private Client division to Singer & Friedlander and, in 2008, Robert joined Jupiter Asset Management with the same team of individuals he has worked with since 1995.
Finally, Jupiter sold their Private Client division to Rathbones in 2014, where Robert retains his specialism of managing investment portfolios for high net worth individuals, trusts, charities and pension funds, both in the UK and for international “ex-pats” by working in partnership with specialist financial advisors in Europe. He is a Chartered Fellow of the Securities Institute.
Robert joined Rathbones in 2014 as an investment director. He started his investment career over 20 years ago at Coutts & Co as a portfolio manager in their investment department after graduating from Newcastle University with a degree in Economics and Business Management in 1994.
After gaining his investment qualifications at Coutts he then moved to the Private Client division of Invesco Perpetual as investment director and was responsible for the integration of Perpetual’s Private Client division, focussing on the management of both UK and international private client portfolios. In 2004, Invesco Perpetual sold their Private Client division to Singer & Friedlander and, in 2008, Robert joined Jupiter Asset Management with the same team of individuals he has worked with since 1995.
Finally, Jupiter sold their Private Client division to Rathbones in 2014, where Robert retains his specialism of managing investment portfolios for high net worth individuals, trusts, charities and pension funds, both in the UK and for international “ex-pats” by working in partnership with specialist financial advisors in Europe. He is a Chartered Fellow of the Securities Institute.
RATHBONES SERVICES TO YOU
Rathbones Financial Planning provides bespoke financial planning for our clients, helping to put your wealth into the context of your long-term objectives. We offer first-class advisory capability, strong personal relationships and an emphasis on transparency of process and pricing.
We are able to draw on Rathbones Investment Management’s extensive experience and expertise in managing your money, to ensure your future is planned for and protected. For wider wealth planning needs, we can draw from our in-house tax, trust and banking teams. Ethical investment services have been available through Greenbank Investments for over 20 years. Our fund division, Rathbone Asset Management, provide individual and multi-asset fund products.
ABOUT RATHBONES
Rathbones Group Plc is a FTSE 250 company listed on the London Stock Exchange. We are one of the UK’s leading providers of high-quality, personalised investment and wealth management services for private clients, professional partners, charities and trustees.
For generations, Rathbones has been entrusted to manage and preserve our clients’ wealth. We are committed to delivering long-term value for our stakeholders whilst considering any impacts our activities may have on society, people and the environment.
The pillars of our programme - responsible investment, our people, society and communities, and our environmental impact - position us to influence the trends we face as an investor and as an active member of the societies and communities in which we operate.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward.
Our ambition is to be recognised as the UK's most responsible wealth manager.
Contact Us
We have your firm’s internal arrangements in place to work alongside your Partner Independence team and Partnership Tax team. We have developed a PwC Whitelist of pre-approved and centrally monitored investments available to all PwC partners and directors. Please fill out the form below to get in contact with our team.