Rathbones Financial Planning
Login to Rathbones Financial Planning Online (Previously Saunderson House Online)
RATHBONES COMPLETES THE ACQUISITION OF SAUNDERSON HOUSE
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Financial Planning Team
Duncan Veitch
Financial planner
Duncan Veitch
Financial planner
London
I studied Economics and Mediaeval History (MA Hons.) at the University of St Andrews, graduating in 2010. I started my career in financial planning at Saunderson House in 2011, becoming part of the Rathbones Group when the business was acquired in 2021. I am a Chartered Financial Planner and became authorised to provide financial advice in January 2016. I work closely with a wide variety of clients from different backgrounds. I enjoy getting to know my clients, and helping them formulate a strategy to realise their financial goals. Outside of work, a lot of my time is devoted to my young family. I am a keen fan of rugby, golf, football and scuba-diving and enjoy travelling.
I studied Economics and Mediaeval History (MA Hons.) at the University of St Andrews, graduating in 2010. I started my career in financial planning at Saunderson House in 2011, becoming part of the Rathbones Group when the business was acquired in 2021. I am a Chartered Financial Planner and became authorised to provide financial advice in January 2016. I work closely with a wide variety of clients from different backgrounds. I enjoy getting to know my clients, and helping them formulate a strategy to realise their financial goals. Outside of work, a lot of my time is devoted to my young family. I am a keen fan of rugby, golf, football and scuba-diving and enjoy travelling.
Eamonn Lunn
Senior Financial Planning Director
Eamonn Lunn
Senior Financial Planning Director
London
As part of the financial planning team based in the London office, my aim is to deliver the best possible financial outcome for my clients. By offering and co-ordinating a comprehensive and integrated approach across the range of services offered by Rathbone, I ensure that my client's financial needs, investment objectives and aspirations across the whole of their financial assets are met.
As part of the financial planning team based in the London office, my aim is to deliver the best possible financial outcome for my clients. By offering and co-ordinating a comprehensive and integrated approach across the range of services offered by Rathbone, I ensure that my client's financial needs, investment objectives and aspirations across the whole of their financial assets are met.
Ed Boswell
Financial planner
Ed Boswell
Financial planner
Bristol
Ed Boswell is a Chartered Financial Planner dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With a 1st class honours degree in Accounting and Finance from Bristol Business School, Ed has been providing personalised advice to clients in Bristol and the South West since 2015.
Beginning his career at Hargreaves Lansdown in 2011, Ed joined Rathbones in 2022. He brings expertise in areas such as protecting wealth, investment and retirement planning, succession and inheritance tax planning, and working with entrepreneurs to plan for their future, all while respecting clients' values and priorities.
In his role at Rathbones, Ed is committed to understanding his clients' aspirations and providing holistic financial planning advice that aligns with their ethical and ESG preferences. His focus on building lasting relationships enables him to support clients through every stage of their financial journey, helping them make informed decisions and reach their goals
Ed Boswell is a Chartered Financial Planner dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With a 1st class honours degree in Accounting and Finance from Bristol Business School, Ed has been providing personalised advice to clients in Bristol and the South West since 2015.
Beginning his career at Hargreaves Lansdown in 2011, Ed joined Rathbones in 2022. He brings expertise in areas such as protecting wealth, investment and retirement planning, succession and inheritance tax planning, and working with entrepreneurs to plan for their future, all while respecting clients' values and priorities.
In his role at Rathbones, Ed is committed to understanding his clients' aspirations and providing holistic financial planning advice that aligns with their ethical and ESG preferences. His focus on building lasting relationships enables him to support clients through every stage of their financial journey, helping them make informed decisions and reach their goals
