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

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:

PROPOSITION

Financial Planning Hub

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.
 

Ross D'Addio

Financial planner

Ross D'Addio

Financial planner

London

Ross joined the world of Financial Planning in 2018, following an apprenticeship in Accounting at another firm in the city of London. Ross is a Chartered Financial Planner and enjoys being able to provide and subsequently see the benefits in real time of holistic financial planning across a varied spectrum of clients. Beyond work, you’ll likely find Ross on a golf course. A statement which he believes will remain accurate indefinitely.

Ross joined the world of Financial Planning in 2018, following an apprenticeship in Accounting at another firm in the city of London. Ross is a Chartered Financial Planner and enjoys being able to provide and subsequently see the benefits in real time of holistic financial planning across a varied spectrum of clients. Beyond work, you’ll likely find Ross on a golf course. A statement which he believes will remain accurate indefinitely.

Simon Maydon

Senior financial planning director

Simon Maydon

Senior financial planning director

London

Simon's specialisms centre around pensions, investments, and long term tax planning. His clients are largely made up of barristers at a variety of chambers across the Inns of Court and solicitors at firms such as Freshfields, Herbert Smith Freehills, and Stephenson Harwood. He also helps accountants, entrepreneurs and some retired folks.

Simon loves bringing order and simplicity to his clients’ financial affairs, giving them the peace of mind that we have considered everything that they would otherwise need to think about themselves. His aim is to free up their time to allow them to focus on their own work, families and personal interests. Outside of work, Simon’s attention is on his wife and three young children, and planning holidays to visit their family around the world. He also tries to squeeze in a healthy dose of test cricket and southern hemisphere rugby.

Simon's specialisms centre around pensions, investments, and long term tax planning. His clients are largely made up of barristers at a variety of chambers across the Inns of Court and solicitors at firms such as Freshfields, Herbert Smith Freehills, and Stephenson Harwood. He also helps accountants, entrepreneurs and some retired folks.

Simon loves bringing order and simplicity to his clients’ financial affairs, giving them the peace of mind that we have considered everything that they would otherwise need to think about themselves. His aim is to free up their time to allow them to focus on their own work, families and personal interests. Outside of work, Simon’s attention is on his wife and three young children, and planning holidays to visit their family around the world. He also tries to squeeze in a healthy dose of test cricket and southern hemisphere rugby.

Tim Fuller

Senior financial planning director

Tim Fuller

Senior financial planning director

London

Tim joined Saunderson House (part of Rathbones Group since 2021) after graduating from the University of Nottingham in 2004. A Chartered Financial Planner, Tim works with City professionals, entrepreneurs and families, assisting with all aspects of their financial planning and objectives. In his spare time Tim enjoys spending time with his young family and following Everton FC.

Tim joined Saunderson House (part of Rathbones Group since 2021) after graduating from the University of Nottingham in 2004. A Chartered Financial Planner, Tim works with City professionals, entrepreneurs and families, assisting with all aspects of their financial planning and objectives. In his spare time Tim enjoys spending time with his young family and following Everton FC.

INSIGHTS