Our People

Rebecca is an investment manager working with a team managing private client portfolios, self-invested pensions schemes and charities. She is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Rebecca started her career in 2004 at Whitefoord Limited, before moving to Holden & Partners, a Wealth Management firm with an Ethical bias. Rebecca worked as a junior investment manager, where she was managing portfolios and researching investments before joining Rathbones in 2010.

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.

Richard is a Chartered Financial Planner and has over 10 years’ experience in financial planning and wealth management. He previously worked as an associate director at Coutts Private Bank where he provided holistic financial planning advice to high net worth individuals and their families. 

He believes in a tailored approach and builds long-lasting relationships with his clients, helping them to plan for the future and achieve their goals. He has experience in all areas of financial planning, including tax-efficient investing, retirement planning, financial protection and estate planning.

Richard is highly qualified, having also achieved the Certified Financial Planner and Chartered Wealth Manager accreditations. He is a Fellow of the Personal Finance Society and the Chartered Institute for Securities and Investment.

Richard is the regional director for Rathbones’ Kendal office; along with the Kendal team, Richard manages funds on behalf of private clients, pension funds, charities and trusts. 

Richard moved to the Lake District to join Rathbones in 2002, having trained and worked in London and has been investing on behalf of his clients for close to 25 years.

With a degree in Business Studies, Richard is also a Fellow of the Chartered Institute for Securities and Investment. Richard is married with two daughters, he enjoys many outdoor activities and is also a governor of a local community school.

Richard began his career with Rathbones Trust Company in February 2023 as a Trust Administrator. He is a graduate of BA History from the University of Northampton, and has previous professional experience in the property industry.

Richard's role is to support the case managers within Rathbones Trust Company to ensure that our clients’ needs are met.

Richard is a graduate of the London School of Economics and has been working within the financial services industry since 2007. Since joining Rathbones in January 2009 he has successfully obtained Chartered status and is now a Fellow of the Personal Finance Society.  Richard provides holistic financial planning to high net worth clients and has extensive knowledge and experience in advising clients on: their pensions and meeting specific retirement objectives; structuring investments to maximise tax efficiency; protecting themselves and their families in the event of death or long-term illness; estate planning and the mitigation of inheritance tax.

Richard is an Investment Director and a Chartered Fellow of the Institute for Securities and Investment.

Richard joined Rathbones in January 2024 and specialises in managing portfolios for private individuals, pension funds, trusts, charities and companies. He enjoys building long-term relationships with clients to understand their unique circumstances and help to provide the best possible service.

Richard’s career began in management consultancy before a career change saw him join Killik & Co in Mayfair in 2010. Richard then joined Duncan Lawrie in 2014 and, prior to joining Rathbones, he was a Partner at Smith & Williamson, having joined the business in 2016.

Richard graduated from the University of Bristol with a first class honours degree and holds the Chartered Wealth Manager qualification.

Robert joins us as an investment director from Taylor Young Investment Management Ltd and manages a range of private client, trust, charity and SIPP portfolios.

Robert began his career at Scrimgeour Kemp-Gee Ltd in 1982 before moving to Greig Middleton in 1991 and subsequently joining Taylor Young Investment Management Ltd in 2004. Robert is a Chartered Member of the Chartered Institute for Securities & Investment.

Robert is an Investment Director and he has over 25 years’ experience managing risk-adjusted multi-asset portfolios for wealthy private clients, trusts, pensions and charities.

After graduating from University and RMA Sandhurst Robert served as an Army Officer for four years before joining the City stockbrokers Laurence Keen that was acquired by Rathbones in 1995. He is qualified as a Chartered Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment.  Robert has had a number of senior leadership roles within the business and spent 12 years on the Executive and Management Committees.

Robert is an Alderman of the City of London and Past Master of the Guild of Investment Managers.  He is also on the Boards of the Chartered Institute for Securities & Investment and the Impact Investing Institute.