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.
Nick Field
Financial planning director
Nick Field
Financial planning director
London
Nick joined Saunderson House (SHL) in 2007 as part of the graduate trainee programme and is now a Financial Planning Director and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Within his role he is responsible for managing clients’ overall financial planning matters, consulting with them on issues of strategy, technical matters and the construction of investment portfolios. Nick particularly enjoys the interaction with clients and helping to guide them through the various different phases of their careers and into financial independence, meaning that they no longer have to worry about their finances. Nick also specialises in long-term cash flow forecasting, enabling clients to (amongst other things) assess the level of risk they need to take to achieve their financial goals or even to decide when they can afford to retire. Outside of work, Nick enjoys travelling and both playing and watching sports.
Nick joined Saunderson House (SHL) in 2007 as part of the graduate trainee programme and is now a Financial Planning Director and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Within his role he is responsible for managing clients’ overall financial planning matters, consulting with them on issues of strategy, technical matters and the construction of investment portfolios. Nick particularly enjoys the interaction with clients and helping to guide them through the various different phases of their careers and into financial independence, meaning that they no longer have to worry about their finances. Nick also specialises in long-term cash flow forecasting, enabling clients to (amongst other things) assess the level of risk they need to take to achieve their financial goals or even to decide when they can afford to retire. Outside of work, Nick enjoys travelling and both playing and watching sports.
Nick Rich
Financial planner
Nick Rich
Financial planner
London
Nick joined Saunderson House (SHL) in the Summer of 2011 and has progressed through the graduate programme, becoming authorised to provide Financial Advice in 2019. He is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Nick enjoys working closely with an incredibly wide variety of clients from different professions and backgrounds. He particularly enjoys building personal relationships with clients and their families and helping guide them in making the right savings and investment choices as they look to build towards and later enjoy retirement. Outside of work Nick is a keen fan of golf and football and enjoys travelling with his young family.
Nick joined Saunderson House (SHL) in the Summer of 2011 and has progressed through the graduate programme, becoming authorised to provide Financial Advice in 2019. He is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Nick enjoys working closely with an incredibly wide variety of clients from different professions and backgrounds. He particularly enjoys building personal relationships with clients and their families and helping guide them in making the right savings and investment choices as they look to build towards and later enjoy retirement. Outside of work Nick is a keen fan of golf and football and enjoys travelling with his young family.
Olly Cheng
Financial planning director
Olly Cheng
Financial planning director
London
I joined Saunderson House (SHL) in 2008 as part of the graduate trainee programme, following the completion of an MPhil in Social and Economic History from the University of Oxford. I am now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. I have been authorised to provide advice directly to clients since 2012, and for a lot of my career took on a technical role alongside managing client relationships. For my clients I am responsible for their overall financial planning, providing a combination of strategy, technical advice and investment planning. I have a particular specialism in estate planning, having obtained a diploma from the Society of Trust and Estate Practitioners (STEP). Outside of work, my time is spent with my wife and two children, with my weekends taken up coaching their various sports teams.
I joined Saunderson House (SHL) in 2008 as part of the graduate trainee programme, following the completion of an MPhil in Social and Economic History from the University of Oxford. I am now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. I have been authorised to provide advice directly to clients since 2012, and for a lot of my career took on a technical role alongside managing client relationships. For my clients I am responsible for their overall financial planning, providing a combination of strategy, technical advice and investment planning. I have a particular specialism in estate planning, having obtained a diploma from the Society of Trust and Estate Practitioners (STEP). Outside of work, my time is spent with my wife and two children, with my weekends taken up coaching their various sports teams.
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