As a Senior Financial Planning Director, 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 mostly specialise in providing detailed financial planning advice to individuals, in areas such as pensions, retirement income planning, inter-generational tax planning including trusts. To ensure the best possible outcome for my clients I work closely with Investment Managers and Rathbones' in-house research team to identify suitable retirement solutions, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.

I work within the Financial Planning team in Manchester which provides holistic Financial Planning and Wealth Management for clients looking to save for retirement or invest for the future and those wishing to undertake estate and succession planning. We work with clients to understand their long term financial goals and objectives and help them establish a suitable financial plan towards meeting their financial aspirations. We work collectively with our clients to develop a relationship whereby they have control and peace of mind over their finances.

I work within the Liverpool Financial Planning team, providing holistic financial planning to private clients. We work with clients to help them establish their long term financial goals, and we recommend and implement a suitable financial plan to meet these goals. Ultimately, we aim to help clients gain control and peace of mind over their finances.

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.

My main role is to provide support to the paraplanners and ultimately the financial planners in the office dealing with all aspects of administration.

As part of the financial planning team based in the London office, my aim is to deliver the best possible financial outcome for my clients. By offering and co-ordinating a comprehensive and integrated approach across the range of services offered by Rathbone, I ensure that my client's financial needs, investment objectives and aspirations across the whole of their financial assets are met.

I am a Chartered and Certified Financial Planner with extensive experience in providing comprehensive financial planning advice to individuals and families, in the areas of wealth structuring, tax efficient investing, retirement planning, intergenerational and estate planning. With a deep understanding of the financial services industry, I am dedicated to helping clients achieve their financial goals by creating bespoke strategies that address their unique needs and circumstances.With over 20 years' experience within the industry, I have a thorough understanding of the complex regulations and laws that govern these areas, allowing me to provide clients with the highest level of advice and guidance.

I provide long-term advice and work closely with my investment management colleagues to deliver a comprehensive and professional wealth management service to both existing and new clients. My specialist areas of financial planning advice include inheritance tax, pensions and other tax-efficient investment structures, as well as guidance regarding a client's overall wealth. I'm responsible for advice relating to significant funds under management.

My main role is to provide support to the financial planners in the office. I aim to free up as much of their time as possible so that they can concentrate on meeting and working with clients whenever needed. My day-to-day varies depending on the needs of the client.

As a Wealth Administrator I work closely with the South West regional Financial Planning team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the client's Rathbones journey and beyond as their needs change. I am also here to help clients with any administration queries should they need assistance, and to provide an initial point of contact for the team.