I provide high quality financial planning and investment advice to private clients.

I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax-efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees. I also head up our Guildford Office.

I am a Chartered Financial Planner at Rathbones, providing holistic financial planning and investment advice to clients and their families. This involves providing a pro-active personalised service to first understand our client’s life goals and motivations, then building a tailored financial plan to achieve. I aim to provide peace of mind for our client’s financial futures and my focus is on building long-term relationships that can help our clients navigate their way through various challenges including:

• Accumulating wealth tax efficiently by making use of appropriate tax allowances.
• Building long term forecasts to help clients understand when they can achieve certain goals such as retirement, gifts or property purchases.
• Helping our clients draw tax efficiently from their assets in the decumulation phase.
• Helping our clients understand how and when they can pass assets on tax efficiently to their loved ones.
• Sensible estate planning with a view of mitigating inheritance tax.

I have also recently been recognised with an individual nomination in the 2025 CityWealth awards. In my spare time I enjoy travelling, playing and watching various sports including football, rugby and padel as well as spending time with friends and family in Hertfordshire.

Jessica is a Chartered Financial Planner and joined Saunderson House, now Rathbones Financial Planning, in March 2020. Jessica enjoys helping clients to achieve their long term goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jessica works with clients on a holistic basis, helping to plan for their future through wealth accumulation, tax planning and mitigation, retirement planning and estate and inheritance tax planning. Jessica studied Law at the University of East Anglia (UEA) and has completed the Advanced Diploma in Financial Planning.

Outside of the office, Jessica enjoys playing tennis, travelling with family and friends and long dog walks whilst battling the British weather.

I am a member of the Financial Planning Team, based in Belfast and have expertise in all aspects of Financial Planning and Wealth Management. I thoroughly enjoy working with our clients in providing them with solutions to their financial planning needs.  My primary focus is on gaining a comprehensive understanding of my clients’ personal circumstances, their life plans, financial objectives and risk appetite; in order to construct a tax efficient and sustainable financial plan tailored to achieve their financial goals. And thereafter, providing ongoing financial advice ensuring that they can respond to changing circumstances as they occur. 
 

Stephanie is a Chartered Financial Planner with over 20 years’ experience in the Financial Services industry. After graduating from the University of Glasgow with BSc (Hons) in 2004, she started her career with Bank of Scotland where she trained and qualified as a financial planner. She laterally worked as an Independent Financial Adviser before joining Rathbones in early 2024.

Stephanie is passionate about building relationships with clients and helping meet their financial objectives through holistic financial planning.

Outside of work she enjoys going to the gym and is kept busy as a mum of twins!

Lawrence joined the financial services industry in 1998 after reading Law at University, and having initially set out to train as a pilot.  Following a decade as the leading financial and investment adviser at a major private bank, a further 10 years as Director of a specialist Independent Financial Advisory firm, and having completed an investment weighted MBA and external study on wealth management for professionals, he now continues his career as Financial Planning Director at Rathbones. Lawrence has developed a specialism in advising partners of the leading law firms, the ‘Big Four’ and private equity firms, alongside business leaders, and aims to provide holistic support, guidance and advice to all generations of a client’s family.  As a chartered adviser that builds strong bonds with his clients, and works with them through all of their life stages, Lawrence is able to build a true understanding of his clients’ individual needs and objectives, and use his experience to build a financial plan that ensures the right decisions are made at the right time, and that goals are not just met but exceeded. Away from work, Lawrence’s spare time is devoted to his young family, a passion for motor cars, playing the organ and a continued association with CASS Business School.

Charlotte joined the firm in March 2010 and became a Chartered Financial Planner in 2015.Charlotte is keen to help clients achieve their objectives and enjoy their wealth to the fullest.  Charlotte’s aim is to give clients peace of mind that their financial affairs are being well taken care of so they can focus on their own personal goals.  Charlotte has a particular passion for promoting financial awareness across women and younger people. Outside of the office, Charlotte is a mum to two young girls and loves holidays and trips with friends and family.

Alex joined Saunderson House (SHL) in 2015 as part of the graduate trainee programme and is now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. He enjoys working with clients to help them determine and prioritise their financial goals and put in place a robust plan to achieve them.  This covers those accumulating wealth in the earlier stages of their journey, through to retired individuals who require assistance with ensuring that they can sustain their standard of living for their lifetimes.  Outside of work, Alex is an avid sports fan and enjoys skiing as well as playing football and golf.  He also enjoys travelling to and exploring new places and cultures.

I joined the graduate program at Saunderson House (now Rathbones Financial Planning) in 2014, after graduating from the University of Manchester with a first class degree in International Management. I achieved Chartered status in 2018.  I enjoy working closely with my clients, helping them identify their short and long term financial objectives, and providing the strategic financial planning that guides them in understanding how their wealth can translate into reaching financial independence.