Saunderson House

Mike is a senior financial planner, joining Rathbones in 2017 from Lloyds Bank Private Clients. Mike has over 30 years’ experience working in the financial services industry. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society who specialises in providing holistic financial planning to high net worth individuals.

Myles is a financial planner based in the North West and has been with Rathbones since 2018. He is a graduate of the University of Liverpool, with a first class honours degree in International Business. He provides bespoke financial planning advice to individuals at various stages in their life, focusing on tax-efficient investments, retirement and estate planning. Myles also prepares detailed long-term cashflow forecasts to help his clients understand how their wealth can shape their future and enjoys providing the reassurance that people can achieve their goals.

For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.