I work closely with the Financial Planners both before and after client meetings to gain a greater understanding of a client's circumstances, requirements and financial objectives. Once the financial planning strategy is agreed, part of my role is to review any existing arrangements and ensure these continue to be appropriate, as well as undertaking research to confirm any proposals we make will meet the needs and objectives of the client. I then outline the plans agreed with the financial planner and report these to the client in writing, ensuring that all the relevant information is included and that our recommendations meet the client's needs. I also liaise with the relevant providers to ensure the smooth processing of applications and information where required.

I specialise in helping private clients in creating robust financial plans aimed at ensuring the achievement of their financial goals. This includes providing advice on a wide range of planning areas such as investment strategies, retirement planning and income, tax planning, insurance, and inheritance/estate planning. I work closely with my clients to understand their financial situation, goals, and risk tolerance. This then leads to the development of a tailored financial plan that takes into account the client's unique circumstances which in turn helps them make informed financial decisions which will enable them to achieve their long-term financial objectives. Where appropriate, I will work with Investment managers.

Our team works together to deliver holistic financial planning advice to our clients with an emphasis on retirement, investment and estate planning. As a planner, my role is all about our clients: taking the time to understand your lifestyle, your family and what makes you excited to get up and take part in life each day. By starting with a clean slate, I can understand what is important to you and how you want to live ‘One Day', what are your hopes and dreams for the future. We can build your financial plan so that your ‘One Day' becomes ‘Today', helping you to make those hopes and dreams into a reality.

As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research. As a Senior Paraplanner I also support the development of other paraplanners.

As Co-Head of Private Client Advice, I oversee the delivery of financial and wealth planning advice for Rathbones. With many years of experience in the wealth management industry, I remain passionate about helping clients to achieve their financial goals and ambitions which take into account not only their assets and investments but also their lifestyles, values and long term aspirations.

As a Senior Financial Planning Director, I head the Financial Planning Team in our Glasgow office. My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I am responsible for providing full financial planning advice to individuals. I specialise in both the pre- and post-retirement stages of retirement planning, inheritance tax planning and tax efficient investment strategies. To ensure the best possible outcome for my clients I often work closely with our Investment Managers matching clients' risk profiles and objectives to investment, pension and trust portfolios that will deliver for them and their families over the years.

I provide bespoke holistic financial planning advice to individuals, families, business owners and trustees by working closely alongside my colleagues and trusted connections.

I provide comprehensive, fee-based financial planning advice to High Net Worth private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. 

I provide comprehensive and holistic Financial Planning advice to private clients, specialising in tax-efficient investing, retirement planning and estate planning strategies. It is important for me to first understand my client's long-term financial aspirations as well as their current circumstances. Once this has been established, I will then construct a bespoke financial plan that is designed to help them achieve their financial objectives.

As a Paraplanner, my priority is to support Financial Planners in helping clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help the Financial Planner to build a tailored financial plan that suits the clients present and future needs. As a team we specialise in providing financial planning advice across all generations, reviewing their pension options pre and post retirement, wealth planning, inheritance tax planning, and life insurance. The aim is to be able to help clients achieve their dreams and aspirations whilst in the accumulation phase and more importantly for when they retire. To ensure the best possible outcome for the clients, we work closely with Investment Managers and Rathbones' in-house research team to identify suitable solutions, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.