Financial planning - THINKING AHEAD. WITH CLEAR FOCUS.
We've spent years thinking ahead, to help our clients live the future they want. We’ll use our expertise to help you do the same.
Financial Planning at Rathbones
It’s reassuring to have a clear plan for the future of your finances. Working one-to-one with our financial planners, you’ll have access to their advice, and their ability to plan ahead to help you achieve your goals.
They’ll aim to ensure you’re better placed to manage financial situations you may not have anticipated.
We will start by getting to know you and your current and long-term needs as well as any personal goals. Using this information, we will work with you to create clear and precise financial objectives to work towards, aiming to reduce complexity and help you focus on what matters to you. Because the best financial plans are always built around individual goals.
HOW CAN WE HELP YOU WITH YOUR FINANCIAL PLANNING ?
We have three ongoing advisory services and as part of our initial advice and planning we will confirm which, if any, is most suitable for you. Our ongoing advisory services are designed to reflect your individual financial planning needs and the type of advice required:
INITIAL ADVICE AND PLANNING
FOCUSED FINANCIAL PLANNING
HOLISTIC FINANCIAL PLANNING
FAMILY FINANCIAL PLANNING
ONE-OFF FINANCIAL ADVICE
Estate planning
Financial planning advice for lawyers
Your financial planning team
You will be looked after by a small team that knows you and your personal situation. Your financial planner will be your key contact. You will be supported by members of the team and they will often attend meetings. The team also has access to a range of in-house experts, researchers and analysts who they can call upon when needed or to at-tend meetings when required.
Alex Race
Financial planner
Alex Race
Financial planner
London
Alex joined the firm having graduated from King’s College London with a degree in History. Alex is a Chartered Financial Planner and previously led the New Business team. He has experience dealing with clients in a wide range of circumstances. Alex believes in the value of a long-term relationship to truly understand client’s needs and objectives, and to construct a bespoke financial planning strategy accordingly. Outside of work, Alex enjoys his London-living and is a keen squash and hockey player. As a proud Mancunian, he is also an avid Manchester United, Sale Sharks and Lancashire cricket supporter.
Alex joined the firm having graduated from King’s College London with a degree in History. Alex is a Chartered Financial Planner and previously led the New Business team. He has experience dealing with clients in a wide range of circumstances. Alex believes in the value of a long-term relationship to truly understand client’s needs and objectives, and to construct a bespoke financial planning strategy accordingly. Outside of work, Alex enjoys his London-living and is a keen squash and hockey player. As a proud Mancunian, he is also an avid Manchester United, Sale Sharks and Lancashire cricket supporter.
Alex Welsh
Senior financial planner
Alex Welsh
Senior financial planner
Winchester
Alex joined Rathbones after 10 years with a regional Chartered Financial Planning and Accountancy practice based in West Sussex.
Being a Chartered Financial Planner and one of the few in the UK to be accredited by the legal body Resolution, he has a depth of experience in all areas of planning for every life stage. This ranges from tax efficient investing to retirement planning to estate and long-term care planning.
Working alongside an accountancy practice for many years, Alex has a strong understanding of tax and trust legislation, as well as extensive knowledge of the pensions system which has seen him act as expert witness for the courts on a number of occasions as well as mentoring colleagues.
In 2015, he was named in the UK’s top 35 financial advisers aged under 35.
Alex is passionate about getting to know his clients, building lasting relationships providing a friendly, personable service. He most enjoys helping clients understand complex financial matters by making them seem simple, explaining concepts in relatable and meaningful terms.
Alex joined Rathbones after 10 years with a regional Chartered Financial Planning and Accountancy practice based in West Sussex.
Being a Chartered Financial Planner and one of the few in the UK to be accredited by the legal body Resolution, he has a depth of experience in all areas of planning for every life stage. This ranges from tax efficient investing to retirement planning to estate and long-term care planning.
Working alongside an accountancy practice for many years, Alex has a strong understanding of tax and trust legislation, as well as extensive knowledge of the pensions system which has seen him act as expert witness for the courts on a number of occasions as well as mentoring colleagues.
In 2015, he was named in the UK’s top 35 financial advisers aged under 35.
Alex is passionate about getting to know his clients, building lasting relationships providing a friendly, personable service. He most enjoys helping clients understand complex financial matters by making them seem simple, explaining concepts in relatable and meaningful terms.
Alex Wren
Financial planner
Alex Wren
Financial planner
London
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.
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.
Get In Touch
INSIGHTS
Review of the week: UK growth deflated
The UK economy hit the wall last quarter, while inflation started rising again. In the US, expectations of interest rate cuts have cooled since Donald Trump was elected President.
5 mins
Review of the week: A tale of two markets
Equity and bond investors had opposite reactions to the US election. But Trump 2.0 may have less influence than investors first hoped or feared.
6 mins
Trump 2.0: the return of ‘America first’
Former President Donald Trump has retaken the White House on a policy of widespread tax cuts, reduced immigration and lessened regulation. Bond investors aren’t happy, but shareholders are.
10 mins
What comes next? Navigating the challenges and opportunities
Receiving an inheritance can be both an opportunity and a challenge, often coming at a time of emotional sensitivity. It’s important to approach the situation thoughtfully, making decisions that align with your financial goals and considering their long-term impact. Here are some practical steps to help you manage your inheritance wisely.
4 mins