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
Kirstie McKeown
Senior Financial Planning Director
Kirstie McKeown
Senior Financial Planning Director
Newcastle
Kirstie joined Rathbones in February 2013 to assist in establishing the Newcastle office. Previously she spent over 25 years working for Lloyds Private Banking and Lloyds TSB Independent Financial Advisers. Kirstie is part of the specialist personal injury and Court of Protection team at Rathbones and has advised deputies and trustees in this area for over a decade.
Kirstie qualified as a Chartered Financial Planner in 2007 and became a Fellow of the Personal Finance Society in 2008. She specialises in the provision of holistic financial planning to high-net-worth individuals.
Kirstie joined Rathbones in February 2013 to assist in establishing the Newcastle office. Previously she spent over 25 years working for Lloyds Private Banking and Lloyds TSB Independent Financial Advisers. Kirstie is part of the specialist personal injury and Court of Protection team at Rathbones and has advised deputies and trustees in this area for over a decade.
Kirstie qualified as a Chartered Financial Planner in 2007 and became a Fellow of the Personal Finance Society in 2008. She specialises in the provision of holistic financial planning to high-net-worth individuals.
Kyle Newstead
Senior Paraplanner (Lead)
Kyle Newstead
Senior Paraplanner (Lead)
Guildford
As the senior paraplanner, I manage the team of paraplanners and administrators, providing help and support. Having spent many years in the industry, I still enjoy the research and get pleasure in helping clients working towards their financial goals.
As the senior paraplanner, I manage the team of paraplanners and administrators, providing help and support. Having spent many years in the industry, I still enjoy the research and get pleasure in helping clients working towards their financial goals.
Laura Atkins
Financial Planning Director
Laura Atkins
Financial Planning Director
Sheffield
I am a Financial Planning Director, who specialises in providing tailored financial advice to private individuals, trustees and business owner. I specialise in personal tax planning, estate planning and retirement planning.
I am a Financial Planning Director, who specialises in providing tailored financial advice to private individuals, trustees and business owner. I specialise in personal tax planning, estate planning and retirement planning.
