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.
Jack Kearney
Financial Planning Assistant
Jack Kearney
Financial Planning Assistant
London
Jack is a Chartered Financial Planner and a Fellow of the Personal Finance Society. His role as a Financial Planning Assistant is to work closely with our Financial Planning Directors, assisting them in delivering suitable outcomes and financial advice to new and existing clients. He joined Rathbones in 2020 as a Client Service Executive and is working towards being a Financial Planner. He now has almost 5 years’ experience of assisting private clients and their families to achieve their financial goals and ambitions through a range of financial planning services including but not limited to: investment planning, retirement planning and estate planning.
Jack also holds the title of Master of Engineering (MEng). He obtained this when achieving a first-class Masters degree in Chemical Engineering from Newcastle University. Prior to joining Rathbones, Jack lived in Newcastle and worked as a Chemical Engineer for a large manufacturing company, EGGER (UK) Ltd. EGGER is one of the leading manufacturers of wood based panels in the United Kingdom.
Jack currently lives in London but is from a small town just north of Manchester. Outside of work, Jack enjoys spending time with his fiancée, family, and friends. He is also is a keen fitness enthusiast and enjoys travelling the world, experiencing new places and cultures.
Jack is a Chartered Financial Planner and a Fellow of the Personal Finance Society. His role as a Financial Planning Assistant is to work closely with our Financial Planning Directors, assisting them in delivering suitable outcomes and financial advice to new and existing clients. He joined Rathbones in 2020 as a Client Service Executive and is working towards being a Financial Planner. He now has almost 5 years’ experience of assisting private clients and their families to achieve their financial goals and ambitions through a range of financial planning services including but not limited to: investment planning, retirement planning and estate planning.
Jack also holds the title of Master of Engineering (MEng). He obtained this when achieving a first-class Masters degree in Chemical Engineering from Newcastle University. Prior to joining Rathbones, Jack lived in Newcastle and worked as a Chemical Engineer for a large manufacturing company, EGGER (UK) Ltd. EGGER is one of the leading manufacturers of wood based panels in the United Kingdom.
Jack currently lives in London but is from a small town just north of Manchester. Outside of work, Jack enjoys spending time with his fiancée, family, and friends. He is also is a keen fitness enthusiast and enjoys travelling the world, experiencing new places and cultures.
James Bowman
Senior financial planner
James Bowman
Senior financial planner
London
James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI). James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations.
James has worked for a number of Investment Management Firms, most recently Killik & Co., where he mentored and developed new planners alongside managing his own advice team. He has also enjoyed more technical roles at Coutts, supporting advisors to provide complex at retirement advice to wealthy individuals and families.
James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI). James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations.
James has worked for a number of Investment Management Firms, most recently Killik & Co., where he mentored and developed new planners alongside managing his own advice team. He has also enjoyed more technical roles at Coutts, supporting advisors to provide complex at retirement advice to wealthy individuals and families.
James Payne
Financial planner
James Payne
Financial planner
London
James joined the Saunderson House graduate trainee program in 2015, after graduating from Lancaster University with a first class degree in Biomedicine. He achieved Chartered status in 2020, and is now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. James’ clients include entrepreneurs, current and former Partners of the Big 4 accountancy firms and the Magic Circle law firms. James enjoys working closely with his clients, helping them to achieve financial independence, with strategic and investment planning advice. In his spare time, James enjoys gardening, walking his retired racing greyhound, and renovating his cottage.
James joined the Saunderson House graduate trainee program in 2015, after graduating from Lancaster University with a first class degree in Biomedicine. He achieved Chartered status in 2020, and is now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. James’ clients include entrepreneurs, current and former Partners of the Big 4 accountancy firms and the Magic Circle law firms. James enjoys working closely with his clients, helping them to achieve financial independence, with strategic and investment planning advice. In his spare time, James enjoys gardening, walking his retired racing greyhound, and renovating his cottage.
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