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.
Stephanie Ebner
Senior Financial Planner
Stephanie Ebner
Senior Financial Planner
Glasgow
Stephanie is a Chartered Financial Planner with over 20 years’ experience in the Financial Services industry. After graduating from the University of Glasgow with BSc (Hons) in 2004, she started her career with Bank of Scotland where she trained and qualified as a financial planner. She laterally worked as an Independent Financial Adviser before joining Rathbones in early 2024.
Stephanie is passionate about building relationships with clients and helping meet their financial objectives through holistic financial planning.
Outside of work she enjoys going to the gym and is kept busy as a mum of twins!
Stephanie is a Chartered Financial Planner with over 20 years’ experience in the Financial Services industry. After graduating from the University of Glasgow with BSc (Hons) in 2004, she started her career with Bank of Scotland where she trained and qualified as a financial planner. She laterally worked as an Independent Financial Adviser before joining Rathbones in early 2024.
Stephanie is passionate about building relationships with clients and helping meet their financial objectives through holistic financial planning.
Outside of work she enjoys going to the gym and is kept busy as a mum of twins!
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.
Tom Flanigan
Financial planner
Tom Flanigan
Financial planner
Glasgow
Tom is a Chartered Financial Planner with 17 years financial service industry experience, nine of which as an Independent Financial Adviser servicing clients with a broad range of individual needs. He joined Rathbones in 2020 and is working towards becoming a Fellow of the Personal Finance Society.
Tom specialises in holistic financial planning including retirement strategies, pension accumulation, tax-efficient investment, estate and inheritance tax planning, and financial protection.
Tom is a Chartered Financial Planner with 17 years financial service industry experience, nine of which as an Independent Financial Adviser servicing clients with a broad range of individual needs. He joined Rathbones in 2020 and is working towards becoming a Fellow of the Personal Finance Society.
Tom specialises in holistic financial planning including retirement strategies, pension accumulation, tax-efficient investment, estate and inheritance tax planning, and financial protection.
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