Rathbones Financial Planning
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RATHBONES COMPLETES THE ACQUISITION OF SAUNDERSON HOUSE
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Financial Planning Team

Tom Partridge
Financial planner
Tom Partridge
Financial planner
London
Thomas graduated with a first-class degree from The University of Exeter Business School. After graduating, Thomas spent time at a global American financial service firm before joining Saunderson House in 2015 (part of the Rathbones Group following the acquisition of Saunderson House back in 2021). Thomas is a Chartered Financial Planner and he has a wide range of experience working with clients from different backgrounds including partners in the leading law and accountancy firms, barristers, entrepreneurs, trustees and retirees. Thomas specialises in helping clients build their wealth and achieve their financial objectives by providing strategic financial planning and long-term tax planning. In his spare time, Thomas enjoys travelling and following sport.
Thomas graduated with a first-class degree from The University of Exeter Business School. After graduating, Thomas spent time at a global American financial service firm before joining Saunderson House in 2015 (part of the Rathbones Group following the acquisition of Saunderson House back in 2021). Thomas is a Chartered Financial Planner and he has a wide range of experience working with clients from different backgrounds including partners in the leading law and accountancy firms, barristers, entrepreneurs, trustees and retirees. Thomas specialises in helping clients build their wealth and achieve their financial objectives by providing strategic financial planning and long-term tax planning. In his spare time, Thomas enjoys travelling and following sport.

Tom Walklate
Financial planning director
Tom Walklate
Financial planning director
London
Tom is a Chartered Financial Planner. He joined Rathbones following the acquisition of Saunderson House, having joined as a graduate trainee in 2011. Tom specialises in the provision of strategic financial planning advice bringing this and long-term tax planning together to help clients formulate and execute their plans to achieve their financial independence, with simplicity and transparency.
Tom gets great satisfaction in giving clients peace of mind that their financial affairs are looked after, letting them concentrate their time elsewhere. Away from work, Tom enjoys travelling, cooking and long walks in the countryside with his wife, Rebecca, and their Border Terrier, Scrappy.
Tom is a Chartered Financial Planner. He joined Rathbones following the acquisition of Saunderson House, having joined as a graduate trainee in 2011. Tom specialises in the provision of strategic financial planning advice bringing this and long-term tax planning together to help clients formulate and execute their plans to achieve their financial independence, with simplicity and transparency.
Tom gets great satisfaction in giving clients peace of mind that their financial affairs are looked after, letting them concentrate their time elsewhere. Away from work, Tom enjoys travelling, cooking and long walks in the countryside with his wife, Rebecca, and their Border Terrier, Scrappy.

Tom West
Financial planner
Tom West
Financial planner
London
Tom joined Saunderson House (SHL) in 2017 as part of the graduate trainee programme, after studying Economics at the University of Bristol. Tom is a Chartered Financial Planner, and part of Rathbones Financial Planning following the acquisition of SHL in October 2021.
He assists clients in achieving their financial goals and ambitions, with a particular focus on using cashflow planning software to bring this to life. He enjoys presenting these financial plans to clients to help visualise their finances, which can then provide a clear strategy moving forwards. Outside of work, Tom enjoys running and playing/watching football, and planning his next adventure abroad.
Tom joined Saunderson House (SHL) in 2017 as part of the graduate trainee programme, after studying Economics at the University of Bristol. Tom is a Chartered Financial Planner, and part of Rathbones Financial Planning following the acquisition of SHL in October 2021.
He assists clients in achieving their financial goals and ambitions, with a particular focus on using cashflow planning software to bring this to life. He enjoys presenting these financial plans to clients to help visualise their finances, which can then provide a clear strategy moving forwards. Outside of work, Tom enjoys running and playing/watching football, and planning his next adventure abroad.