Rathbones Financial Planning
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Financial Planning Team
Richard Nicholls
Financial planning director
Richard Nicholls
Financial planning director
London
Richard is a graduate of the London School of Economics and has been working within the financial services industry since 2007. Since joining Rathbones in January 2009 he has successfully obtained Chartered status and is now a Fellow of the Personal Finance Society. Richard provides holistic financial planning to high net worth clients and has extensive knowledge and experience in advising clients on: their pensions and meeting specific retirement objectives; structuring investments to maximise tax efficiency; protecting themselves and their families in the event of death or long-term illness; estate planning and the mitigation of inheritance tax.
Richard is a graduate of the London School of Economics and has been working within the financial services industry since 2007. Since joining Rathbones in January 2009 he has successfully obtained Chartered status and is now a Fellow of the Personal Finance Society. Richard provides holistic financial planning to high net worth clients and has extensive knowledge and experience in advising clients on: their pensions and meeting specific retirement objectives; structuring investments to maximise tax efficiency; protecting themselves and their families in the event of death or long-term illness; estate planning and the mitigation of inheritance tax.
Richard S. Nixon
Senior Financial Planning Director
Richard S. Nixon
Senior Financial Planning Director
London
My role is to work very closely with investment managers and their clients, understanding their needs and putting together suitable strategies. This tends to build on and add value to the already strong relationships that the investment managers have with their clients. Most of the planning I do involves tax mitigation via an array of investment vehicles including pensions, trusts, offshore investment bonds, enterprise investment schemes and offshore structures. The private clients I often work with include: lawyers, private equity partners, barristers, entrepreneurs as well as chief executives of various institutions.
My role is to work very closely with investment managers and their clients, understanding their needs and putting together suitable strategies. This tends to build on and add value to the already strong relationships that the investment managers have with their clients. Most of the planning I do involves tax mitigation via an array of investment vehicles including pensions, trusts, offshore investment bonds, enterprise investment schemes and offshore structures. The private clients I often work with include: lawyers, private equity partners, barristers, entrepreneurs as well as chief executives of various institutions.
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.
