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.
Tom Gerrard
Financial planning director
Tom Gerrard
Financial planning director
London
Tom joined Saunderson House (SHL) in 2008 after graduating from Durham University with a degree in Economics. In October 2021, he joined Rathbones Financial Planning following the acquisition of SHL. He is a Chartered Financial Planner (CII) and Chartered Wealth Manager (CISI), having completed his CII Advanced Diploma in Financial Planning and CISI Masters in Wealth Management qualifications. Tom is passionate about using his expertise to ensure that his clients can have complete peace of mind with regard to their financial planning and investment management needs, so they can focus on their own work, families and hobbies.
Tom enjoys building long lasting relationships with clients and has experience of advising a broad spectrum of high net worth individuals and families (including partners of professional services firms, barristers, entrepreneurs and senior executives). Outside of work, Tom is a keen sportsman and in particular enjoys playing tennis (and padel) and participating in the occasional endurance event. However, more time seems to be spent coaching his two boys these days!
Tom joined Saunderson House (SHL) in 2008 after graduating from Durham University with a degree in Economics. In October 2021, he joined Rathbones Financial Planning following the acquisition of SHL. He is a Chartered Financial Planner (CII) and Chartered Wealth Manager (CISI), having completed his CII Advanced Diploma in Financial Planning and CISI Masters in Wealth Management qualifications. Tom is passionate about using his expertise to ensure that his clients can have complete peace of mind with regard to their financial planning and investment management needs, so they can focus on their own work, families and hobbies.
Tom enjoys building long lasting relationships with clients and has experience of advising a broad spectrum of high net worth individuals and families (including partners of professional services firms, barristers, entrepreneurs and senior executives). Outside of work, Tom is a keen sportsman and in particular enjoys playing tennis (and padel) and participating in the occasional endurance event. However, more time seems to be spent coaching his two boys these days!
Tom Partridge
Financial planner
Tom Partridge
Financial planner
London
Thomas graduated with a first-class degree from The University of Exeter Business School. After graduating, Thomas spent time at a global American financial service firm before joining Saunderson House in 2015 (part of the Rathbones Group following the acquisition of Saunderson House back in 2021). Thomas is a Chartered Financial Planner and he has a wide range of experience working with clients from different backgrounds including partners in the leading law and accountancy firms, barristers, entrepreneurs, trustees and retirees. Thomas specialises in helping clients build their wealth and achieve their financial objectives by providing strategic financial planning and long-term tax planning. In his spare time, Thomas enjoys travelling and following sport.
Thomas graduated with a first-class degree from The University of Exeter Business School. After graduating, Thomas spent time at a global American financial service firm before joining Saunderson House in 2015 (part of the Rathbones Group following the acquisition of Saunderson House back in 2021). Thomas is a Chartered Financial Planner and he has a wide range of experience working with clients from different backgrounds including partners in the leading law and accountancy firms, barristers, entrepreneurs, trustees and retirees. Thomas specialises in helping clients build their wealth and achieve their financial objectives by providing strategic financial planning and long-term tax planning. In his spare time, Thomas enjoys travelling and following sport.
Tom Walklate
Financial planning director
Tom Walklate
Financial planning director
London
Tom is a Chartered Financial Planner. He joined Rathbones following the acquisition of Saunderson House, having joined as a graduate trainee in 2011. Tom specialises in the provision of strategic financial planning advice bringing this and long-term tax planning together to help clients formulate and execute their plans to achieve their financial independence, with simplicity and transparency.
Tom gets great satisfaction in giving clients peace of mind that their financial affairs are looked after, letting them concentrate their time elsewhere. Away from work, Tom enjoys travelling, cooking and long walks in the countryside with his wife, Rebecca, and their Border Terrier, Scrappy.
Tom is a Chartered Financial Planner. He joined Rathbones following the acquisition of Saunderson House, having joined as a graduate trainee in 2011. Tom specialises in the provision of strategic financial planning advice bringing this and long-term tax planning together to help clients formulate and execute their plans to achieve their financial independence, with simplicity and transparency.
Tom gets great satisfaction in giving clients peace of mind that their financial affairs are looked after, letting them concentrate their time elsewhere. Away from work, Tom enjoys travelling, cooking and long walks in the countryside with his wife, Rebecca, and their Border Terrier, Scrappy.
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