Saunderson House

Part of Rathbones Group Plc

 

Financial Planning Team

Kyle Newstead

Senior Paraplanner (Lead)

Kyle Newstead

Senior Paraplanner (Lead)

Guildford

As the senior paraplanner, I manage the team of paraplanners and administrators, providing help and support. Having spent many years in the industry, I still enjoy the research and get pleasure in helping clients working towards their financial goals.

As the senior paraplanner, I manage the team of paraplanners and administrators, providing help and support. Having spent many years in the industry, I still enjoy the research and get pleasure in helping clients working towards their financial goals.

Laura Atkins

Financial Planning Director

Laura Atkins

Financial Planning Director

Sheffield

I am a Financial Planning Director, who specialises in providing tailored financial advice to private individuals, trustees and business owner. I specialise in personal tax planning, estate planning and retirement planning.

I am a Financial Planning Director, who specialises in providing tailored financial advice to private individuals, trustees and business owner. I specialise in personal tax planning, estate planning and retirement planning.

Laura Dempsey

Financial planner

Laura Dempsey

Financial planner

London

Laura is a financial planner based in the London office. She joined Rathbones in 2017, with over 10 years’ experience in the industry. She has previously worked for a number of large financial institutions including Canada Life and Succession Group.

Laura holds Chartered Financial Planner status and is an associate member of the Personal Finance Society. She specialises in providing holistic financial planning to a wide range of clients, advising on matters such as income and asset structuring, retirement planning and estate planning. Laura’s aim is to understand what is truly important to her clients, and to help them achieve their goals, ultimately providing them with peace of mind over their finances and future. 

Laura is a financial planner based in the London office. She joined Rathbones in 2017, with over 10 years’ experience in the industry. She has previously worked for a number of large financial institutions including Canada Life and Succession Group.

Laura holds Chartered Financial Planner status and is an associate member of the Personal Finance Society. She specialises in providing holistic financial planning to a wide range of clients, advising on matters such as income and asset structuring, retirement planning and estate planning. Laura’s aim is to understand what is truly important to her clients, and to help them achieve their goals, ultimately providing them with peace of mind over their finances and future. 

Financial Planning Hub