Following completion of his BSc in Economics at the LSE and a successful Summer internship at Saunderson House (SHL), Matt joined permanently in 2014 as part of the graduate trainee programme and is now a part of Rathbones Financial Planning following the acquisition of SHL in October 2021.  Matt has completed the Advanced Diploma in Financial Planning, and was subsequently awarded Chartered status in 2018.

Matt enjoys working with an incredibly wide variety of clients from different professions and backgrounds.  He particularly enjoys building personal relationships with clients and their families as they navigate changes in life stage and circumstances.

Matt is married to Naomi and they have a very young daughter.   They are actively involved with their church and enjoy going for long walks.

Matt has been with Saunderson House since 2005, having graduated from Exeter University. He is a Chartered Financial Planner.

Matt’s focus has always been on the client-facing side of the role and it is speaking to and meeting with clients that he most enjoys. Matt specialises in helping clients to put their wealth into context, plan their futures and enjoy their wealth to the fullest. This will usually help answer questions such as; when can I afford to retire, how much do I need to have saved to do so, how much can I afford to spend each year and can I afford to make gifts to my children.

Ensuring clients build their wealth in the most tax-efficient way, in the most appropriate products and with the appropriate investment strategy are key to the role. Given how busy most clients are, Matt’s focus is on ensuring they receive clear, concise advice and on providing a proactive service.
In his spare time Matt is a keen golfer, enjoys travel and is an ever-optimistic Spurs fan.
 

Lee started his career in financial services thirty years ago and has spent much of it advising high net worth individuals, specialising in retirement provision, inheritance tax mitigation and investment planning.  Clients particularly value Lee’s attention to detail, listening skills and empathy when discussing theirs and their family’s financial futures. Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is married to Sarah and has two children.  Away from the office, Lee enjoys making use of his private pilot license, scuba diving, cooking and spending time with family and friends.
 

Leanne is a Chartered Financial Planner and has been authorised to provide advice since 2017. Leanne has worked in the financial services industry since 2008.  For over eight years she worked at a City based independent financial adviser firm where she first understood the positive impact that financial advice could have on people’s lives. She joined Saunderson House (SHL) in 2020 as a Chartered Financial Planner which is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Leanne has extensive experience of advising high net worth clients including small to medium business owners, entrepreneurs, partners of professional firms, retired clients and their families. Leanne prides herself in her strong client relationships and is passionate about helping clients achieve their long-term goals. She enjoys meeting and finding out more about her clients in order to create bespoke client solutions utilising tax efficient financial planning. Away from work, Leanne can be found cooking and visiting restaurants which she believes is the best way to spend time with friends and family.  She also likes visiting art galleries, practicing yoga and travelling when she can.

Iain joined Rathbones in 2024 and advises clients on all aspects of financial planning.

Iain is a Chartered Financial Planner with over 25 years’ experience of working alongside personal clients and professional pension scheme trustees.

Iain’s expertise includes retirement planning, wealth accumulation and decumulation, tax efficient investment structuring and inheritance tax planning.

Iain is married with one son and dog, lives in London and is usually found outside at the weekend.

Rebecca joined Rathbones in 2024 and leads a team of financial planners based in London.

Previously Rebecca led the Financial Planning team at Brown Shipley and advised clients on all aspects of financial planning.

Rebecca is a Chartered Financial Planner, Fellow of the Personal Finance Society and Chartered Fellow (Financial Planning) of the CISI.

Ed Boswell is a Chartered Financial Planner dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With a 1st class honours degree in Accounting and Finance from Bristol Business School, Ed has been providing personalised advice to clients in Bristol and the South West since 2015.

Beginning his career at Hargreaves Lansdown in 2011, Ed joined Rathbones in 2022. He brings expertise in areas such as protecting wealth, investment and retirement planning, succession and inheritance tax planning, and working with entrepreneurs to plan for their future, all while respecting clients' values and priorities.

In his role at Rathbones, Ed is committed to understanding his clients' aspirations and providing holistic financial planning advice that aligns with their ethical and ESG preferences. His focus on building lasting relationships enables him to support clients through every stage of their financial journey, helping them make informed decisions and reach their goals

Jenna joined Rathbones in 2019 and has over 12 years’ experience in the industry. She is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jenna 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. Jenna also has a keen interest in helping divorcee clients, using detailed long-term cashflow analysis to provide greater visibility over wealth.

Tony began his career in financial services in 1984 working for Commercial Union, before moving to Barclays where he specialised in pension plan administration. He joined Saunderson House in 1989 as a trainee financial planner, where he built extensive experience in successfully helping individuals manage their wealth, and was appointed a Director of the company in 1996. In January 2012, he became the Chief Executive Officer and is a member of the Saunderson House Board of Directors. 

During his long career at Saunderson House, Tony has played a key role in cultivating a culture of always putting our clients’ interests and goals at the heart of everything we do, and building a business that maintains strong client-advisor relationships – providing personal advice rather than selling products. Tony holds responsibility for setting the firm’s strategic direction, championing our conduct agenda and instilling the firm’s core values. He also plays a fundamental part in continuing to develop the company’s corporate social responsibility and staff engagement programmes. 

Tony holds the Advanced Diploma in Financial Planning and is an Associate of the Chartered Insurance Institute and is a Chartered Financial Planner. In 2017, he was a winner in the Finance Monthly CEO Awards and has led Saunderson House in its recognition through numerous awards in recent years including the Best Wealth Management Adviser in the 2017 Money Marketing Awards.