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
Leisa Sullivan
Head of Paraplanning and Support
Leisa Sullivan
Head of Paraplanning and Support
London
My role is to develop, manage and build consistency within our Paraplanning and Support Teams, who are responsible for preparing technical analysis and reports, implementing recommendations, maintaining compliant files and preparing annual reviews for our clients. I look to install a passion in the teams I work with to fulfil their potential and have the desire to want to deliver extraordinary service as standard.
My role is to develop, manage and build consistency within our Paraplanning and Support Teams, who are responsible for preparing technical analysis and reports, implementing recommendations, maintaining compliant files and preparing annual reviews for our clients. I look to install a passion in the teams I work with to fulfil their potential and have the desire to want to deliver extraordinary service as standard.
Lucy Heath-Thompson
Financial Planner
Lucy Heath-Thompson
Financial Planner
London
I provide bespoke financial planning advice to private clients, specialising in retirement planning, estate planning and tax planning.
I provide bespoke financial planning advice to private clients, specialising in retirement planning, estate planning and tax planning.
Margaret Attoh
Assistant Investment Manager
Margaret Attoh
Assistant Investment Manager
London
Margaret is an Assistant Investment Manager at Rathbones, working alongside Nicholas Darke and David Sylvester to manage investments for discretionary and advisory client portfolios. She joined Rathbones in 2022 through the Investment Management Graduate Scheme.
Margaret holds an LLB Law degree from the University of Birmingham, which she earned in 2017, and a Master's degree in International Corporate Finance obtained in 2018.
Margaret is an Assistant Investment Manager at Rathbones, working alongside Nicholas Darke and David Sylvester to manage investments for discretionary and advisory client portfolios. She joined Rathbones in 2022 through the Investment Management Graduate Scheme.
Margaret holds an LLB Law degree from the University of Birmingham, which she earned in 2017, and a Master's degree in International Corporate Finance obtained in 2018.
