Rathbones Financial Planning
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Financial Planning Team
Gareth West
Regional Manager - Financial Planning
Gareth West
Regional Manager - Financial Planning
London
Gareth is a Regional Manager for Financial Planning in the London Region. He has nearly 30 years' experience in Financial Services. He has a background of number of years delivering advice to clients for a number of firms including Bristol & West, Santander and Lloyds Bank before moving into a Supervisory background and then latterly managing teams of advisers. He has been recognised by colleagues on number of occasions with awards for his passion and dedication to the role in helping others become the best they can be.
Gareth heads up a Team of outstanding client facing advisers in London. He is a Fellow of the Personal Finance Society and joined Rathbones in 2021.
When Gareth is not working, he enjoys spending time with his family, keeping fit and watching sport.
Gareth is a Regional Manager for Financial Planning in the London Region. He has nearly 30 years' experience in Financial Services. He has a background of number of years delivering advice to clients for a number of firms including Bristol & West, Santander and Lloyds Bank before moving into a Supervisory background and then latterly managing teams of advisers. He has been recognised by colleagues on number of occasions with awards for his passion and dedication to the role in helping others become the best they can be.
Gareth heads up a Team of outstanding client facing advisers in London. He is a Fellow of the Personal Finance Society and joined Rathbones in 2021.
When Gareth is not working, he enjoys spending time with his family, keeping fit and watching sport.
George Blythe
Financial Planner
George Blythe
Financial Planner
Manchester
I work within the Financial Planning team in Manchester which provides holistic Financial Planning and Wealth Management for clients looking to save for retirement or invest for the future and those wishing to undertake estate and succession planning. We work with clients to understand their long term financial goals and objectives and help them establish a suitable financial plan towards meeting their financial aspirations. We work collectively with our clients to develop a relationship whereby they have control and peace of mind over their finances.
I work within the Financial Planning team in Manchester which provides holistic Financial Planning and Wealth Management for clients looking to save for retirement or invest for the future and those wishing to undertake estate and succession planning. We work with clients to understand their long term financial goals and objectives and help them establish a suitable financial plan towards meeting their financial aspirations. We work collectively with our clients to develop a relationship whereby they have control and peace of mind over their finances.
George Carlton
Financial Planning Director
George Carlton
Financial Planning Director
Leeds
I provide holistic financial planning advice and manage multi-asset portfolios as part of our Wealth Planning service to a range of private clients, families and trusts. By focussing on each client's goals and aspirations as a starting point, I am able to create bespoke financial plans and investment strategies built around tax-efficient structures and principles. Frequently strategies are put in place to build wealth over time, plan for income during retirement or to ensure hard earned assets can be passed effectively and tax efficiently between generations over time. The strategies that are agreed upon are kept under regular review and adapted as circumstances, legislation and the investment environment evolve.
I provide holistic financial planning advice and manage multi-asset portfolios as part of our Wealth Planning service to a range of private clients, families and trusts. By focussing on each client's goals and aspirations as a starting point, I am able to create bespoke financial plans and investment strategies built around tax-efficient structures and principles. Frequently strategies are put in place to build wealth over time, plan for income during retirement or to ensure hard earned assets can be passed effectively and tax efficiently between generations over time. The strategies that are agreed upon are kept under regular review and adapted as circumstances, legislation and the investment environment evolve.
