Rathbones Financial Planning
Login to Rathbones Financial Planning Online (Previously Saunderson House Online)
RATHBONES COMPLETES THE ACQUISITION OF SAUNDERSON HOUSE
MIFIDPRU8 Disclosures
Complaints
Financial Planning Team

John Bawden
Financial planning director
John Bawden
Financial planning director
London
John graduated from the University of Southampton with a joint-honours degree in Economics and Politics and subsequently joined the financial planning industry in 2007. Since then, John has completed the Advanced Diploma in Financial Planning, becoming a Chartered Financial Planner in April 2012. John is passionate about providing excellent wealth management and financial planning advice, delivered professionally with the highest level of customer care.
He particularly enjoys helping clients navigate periods of financial instability or change in their lifetime, such as the decision to adopt a different career path or retire, or through assisting clients with the financial consequences of a family bereavement. Away from the office, John enjoys staying healthy by playing tennis and is a fan of spectator sports. He is also actively involved in his local church.
John graduated from the University of Southampton with a joint-honours degree in Economics and Politics and subsequently joined the financial planning industry in 2007. Since then, John has completed the Advanced Diploma in Financial Planning, becoming a Chartered Financial Planner in April 2012. John is passionate about providing excellent wealth management and financial planning advice, delivered professionally with the highest level of customer care.
He particularly enjoys helping clients navigate periods of financial instability or change in their lifetime, such as the decision to adopt a different career path or retire, or through assisting clients with the financial consequences of a family bereavement. Away from the office, John enjoys staying healthy by playing tennis and is a fan of spectator sports. He is also actively involved in his local church.

Kasia Robuta
Chartered Financial Planner
Kasia Robuta
Chartered Financial Planner
Liverpool
As a Chartered Financial Planner I work with our clients to determine and achieve their financial goals in the areas of wealth protection, retirement planning, estate planning and investment planning. I take a holistic view of our clients' finances and develop a tailored roadmap for their success. I do so by helping them to make informed decisions, which starts with demystifying industry jargon and clearly explaining the options that are available. I also work closely with other professionals such as Investment Managers, Solicitors and Accountants to provide an all-encompassing, robust advice.
As a Chartered Financial Planner I work with our clients to determine and achieve their financial goals in the areas of wealth protection, retirement planning, estate planning and investment planning. I take a holistic view of our clients' finances and develop a tailored roadmap for their success. I do so by helping them to make informed decisions, which starts with demystifying industry jargon and clearly explaining the options that are available. I also work closely with other professionals such as Investment Managers, Solicitors and Accountants to provide an all-encompassing, robust advice.

Kathleen Barrie
Senior Paraplanner
Kathleen Barrie
Senior Paraplanner
Glasgow
I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.
I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.