Saunderson House

Part of Rathbones Group Plc

 

Financial Planning Team

Sarah Jones

Associate - Wealth Planning

Sarah Jones

Associate - Wealth Planning

Liverpool

After deciding a career in biochemistry wasn't for me, I joined the Financial Services industry through a graduate training scheme in 2007. I trained as a Financial Adviser within a large IFA based in the North West. Having worked at Investec Wealth & Investment, and now Rathbones, for 11 years, I am very proud to be involved in preparing investment, retirement and Inheritance Tax planning advice for clients.

After deciding a career in biochemistry wasn't for me, I joined the Financial Services industry through a graduate training scheme in 2007. I trained as a Financial Adviser within a large IFA based in the North West. Having worked at Investec Wealth & Investment, and now Rathbones, for 11 years, I am very proud to be involved in preparing investment, retirement and Inheritance Tax planning advice for clients.

Saskia Raggett

Chartered Financial Planner

Saskia Raggett

Chartered Financial Planner

London

Saskia is a Chartered Financial Planner and joined Saunderson House (now Rathbones Financial Planning) in 2019 after graduating from the University of Exeter with a degree in Mathematics and Economics.

Saskia enjoys working closely with her clients to help them identify and achieve their financial goals. Through advising on matters such as income planning, asset structuring, retirement planning, and estate planning Saskia aims to provide clients with peace of mind over their finances so that they can enjoy their wealth to the fullest. Outside of work Saskia enjoys going for long walks in the countryside, travelling and spending time with family and friends.

Saskia is a Chartered Financial Planner and joined Saunderson House (now Rathbones Financial Planning) in 2019 after graduating from the University of Exeter with a degree in Mathematics and Economics.

Saskia enjoys working closely with her clients to help them identify and achieve their financial goals. Through advising on matters such as income planning, asset structuring, retirement planning, and estate planning Saskia aims to provide clients with peace of mind over their finances so that they can enjoy their wealth to the fullest. Outside of work Saskia enjoys going for long walks in the countryside, travelling and spending time with family and friends.

Simon Bashorun

Co-head Private Client Advice

Simon Bashorun

Co-head Private Client Advice

London

I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.

I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.

Financial Planning Hub