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
Rupinder Rai
Advice Assurance Manager
Rupinder Rai
Advice Assurance Manager
Birmingham
As a Paraplanner, my priority is to support Financial Planners in helping clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help the Financial Planner to build a tailored financial plan that suits the clients present and future needs. As a team we specialise in providing financial planning advice across all generations, reviewing their pension options pre and post retirement, wealth planning, inheritance tax planning, and life insurance. The aim is to be able to help clients achieve their dreams and aspirations whilst in the accumulation phase and more importantly for when they retire. To ensure the best possible outcome for the clients, we work closely with Investment Managers and Rathbones' in-house research team to identify suitable solutions, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.
As a Paraplanner, my priority is to support Financial Planners in helping clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help the Financial Planner to build a tailored financial plan that suits the clients present and future needs. As a team we specialise in providing financial planning advice across all generations, reviewing their pension options pre and post retirement, wealth planning, inheritance tax planning, and life insurance. The aim is to be able to help clients achieve their dreams and aspirations whilst in the accumulation phase and more importantly for when they retire. To ensure the best possible outcome for the clients, we work closely with Investment Managers and Rathbones' in-house research team to identify suitable solutions, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.
Ryan Jackson
Associate Financial Planning Director
Ryan Jackson
Associate Financial Planning Director
London
I provide comprehensive and holistic Financial Planning advice to private clients, specialising in tax-efficient investing, retirement planning and estate planning strategies. It is important for me to first understand my client's long-term financial aspirations as well as their current circumstances. Once this has been established, I will then construct a bespoke financial plan that is designed to help them achieve their financial objectives.
I provide comprehensive and holistic Financial Planning advice to private clients, specialising in tax-efficient investing, retirement planning and estate planning strategies. It is important for me to first understand my client's long-term financial aspirations as well as their current circumstances. Once this has been established, I will then construct a bespoke financial plan that is designed to help them achieve their financial objectives.
Saskia Raggett
Chartered Financial Planner
Saskia Raggett
Chartered Financial Planner
London
Saskia is a Chartered Financial Planner and joined Saunderson House (now Rathbones Financial Planning) in 2019 after graduating from the University of Exeter with a degree in Mathematics and Economics.
Saskia enjoys working closely with her clients to help them identify and achieve their financial goals. Through advising on matters such as income planning, asset structuring, retirement planning, and estate planning Saskia aims to provide clients with peace of mind over their finances so that they can enjoy their wealth to the fullest. Outside of work Saskia enjoys going for long walks in the countryside, travelling and spending time with family and friends.
Saskia is a Chartered Financial Planner and joined Saunderson House (now Rathbones Financial Planning) in 2019 after graduating from the University of Exeter with a degree in Mathematics and Economics.
Saskia enjoys working closely with her clients to help them identify and achieve their financial goals. Through advising on matters such as income planning, asset structuring, retirement planning, and estate planning Saskia aims to provide clients with peace of mind over their finances so that they can enjoy their wealth to the fullest. Outside of work Saskia enjoys going for long walks in the countryside, travelling and spending time with family and friends.
