Ian joined Rathbones as a client service executive in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team.

Prior to joining Rathbones, Ian worked for Barclays for eight years in various roles in their Retail and Wealth divisions. Since joining Rathbones, Ian has continued to provide support to our clients and their deputies/trustees. Ian is currently studying for the CISI Investment Advice Diploma with the hope of offering ever greater support to our clients.

Outside of work, Ian enjoys spending time with his family and two cats whilst watching a copious amount of films and the NFL (when it’s in season).

Chris has over 13 years' investment management and financial planning experience. He is a specialist in providing advice to recipients of personal injury and clinical negligence awards.

Chris works closely with clients, their families, legal representatives, trustees of personal injury trusts and deputies appointed by the Court of Protection. 

He is experienced working with a wide range of claimants, including minors and brain-injured clients. Chris prides himself in providing solutions tailored to the individual needs of each client, depending on their circumstances, financial sophistication as well as the nature and severity of their injuries enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.

When he is not helping his clients he enjoys spending time with his family, travelling and experiencing new cultures. Chris is a founding member of the North West fundraising group for the Child Brain Injury Trust.

He is a Chartered Member of the Chartered Institute for Securities and Investments and a Chartered Financial Planner of the Chartered Insurance Institute.

Harpal has over 18 years of experience in Investment Management. He joined Rathbones as an Investment Director having previously held similar roles at Barclays Wealth, Tilney and Edward Jones.

He advises recipients of personal injury settlements and their representatives on the investment of their funds. Harpal is a proud supporter of several brain and spinal injury charities. 

Harpal is a Chartered Wealth Manager and a Chartered Financial Planner. He also sits on the Rathbones ETF and Passive Investment Committee.

Personal injury and Court of Protection | Rathbones

Kat has worked with recipients of personal injury awards for 20 years. She provides specialist advice to clients, professional and lay deputies and guardians, and trustees of personal injury awards.  Kat joined Rathbones in 2020 from Barclays Wealth. 

Kat is passionate about helping her clients, together with their legal representatives, take control of their financial future.  Her goal is to ensure every client can make informed decisions, driven by a clear understanding on how this might affect their long term financial position.  Her advice is tailored to the individual needs of each client, depending on their circumstances, as well as the nature and severity of their injuries. 

She is a Chartered Member of the Chartered Institute for Securities and Investments and a Chartered Financial Planner of the Chartered Insurance Institute. Kat is working towards the Society of Trust and Estates Practitioners Diploma. 

When not helping clients, Kat attempts to train her sproodle.

Paul is a Chartered Financial Planner with over 25 years’ experience.

He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.

Paul is a member of the personal injury and Court of Protection team, providing financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.

In his spare time he is a director for Cranleigh Riding for the Disabled.

Stuart graduated in 2013 with an honours degree in Economics and Finance from the University of Strathclyde. Shortly thereafter he joined Speirs & Jeffrey.

Having completed the graduate investment management program and qualified as an investment manager at Speirs and Jeffrey, Stuart chose to deepen his investment expertise, spending two years as a research analyst where his responsibilities included research coverage of global equity funds and a range of quoted equities. Stuart returned to working as an investment manager as he enjoys the ability to continue to analyse investments while seeing first-hand the benefits well-chosen investments have on meeting his clients’ goals. Stuart is a member of Rathbone’s Strategic Asset Allocation Committee.

Stuart is a CFA (Chartered Financial Analyst) charterholder and Chartered Fellow of the Chartered Institute for Securities and Investment.

Stuart is an investment director and looks after a growing number of private clients, pensions, charities and trusts. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Stuart graduated from St. Andrews University with an honours degree in Economics/Finance. After obtaining his qualifications at Tilney, Stuart took a year out travelling around the world before returning to work at Charles Stanley in Edinburgh. He returned to Glasgow and joined Speirs and Jeffrey in 2003. Speirs and Jeffrey was fully integrated with Rathbones in July 2019.