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:
Estate planning
Financial planning advice for lawyers
INITIAL ADVICE AND PLANNING
FOCUSED FINANCIAL PLANNING
HOLISTIC FINANCIAL PLANNING
FAMILY FINANCIAL PLANNING
ONE-OFF FINANCIAL ADVICE
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 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.
Tom West
Financial planner
Tom West
Financial planner
London
Tom joined Saunderson House (SHL) in 2017 as part of the graduate trainee programme, after studying Economics at the University of Bristol. Tom is a Chartered Financial Planner, and part of Rathbones Financial Planning following the acquisition of SHL in October 2021.
He assists clients in achieving their financial goals and ambitions, with a particular focus on using cashflow planning software to bring this to life. He enjoys presenting these financial plans to clients to help visualise their finances, which can then provide a clear strategy moving forwards. Outside of work, Tom enjoys running and playing/watching football, and planning his next adventure abroad.
Tom joined Saunderson House (SHL) in 2017 as part of the graduate trainee programme, after studying Economics at the University of Bristol. Tom is a Chartered Financial Planner, and part of Rathbones Financial Planning following the acquisition of SHL in October 2021.
He assists clients in achieving their financial goals and ambitions, with a particular focus on using cashflow planning software to bring this to life. He enjoys presenting these financial plans to clients to help visualise their finances, which can then provide a clear strategy moving forwards. Outside of work, Tom enjoys running and playing/watching football, and planning his next adventure abroad.
Tony Clarke
Senior financial planning director
Tony Clarke
Senior financial planning director
London
Tony has over 26 years' experience advising clients on their financial planning. He is a Chartered Financial Planner and Fellow of the Personal Finance Society , aswell as a Certified Financial Planner and a Chartered Fellow (Financial Planning) with the Chartered Institute for Securities and Investment. Tony most enjoys helping clients and their families achieve peace of mind by explaining what can seem like complex issues in a simple way and helping them to understand how close they are to achieving their goals. In his spare time, Tony enjoys spending time with his wife Nicole and children, Ethan and Olivia and escaping to the mountains, whenever he can, to pursue his passion for skiing and hiking.
Tony has over 26 years' experience advising clients on their financial planning. He is a Chartered Financial Planner and Fellow of the Personal Finance Society , aswell as a Certified Financial Planner and a Chartered Fellow (Financial Planning) with the Chartered Institute for Securities and Investment. Tony most enjoys helping clients and their families achieve peace of mind by explaining what can seem like complex issues in a simple way and helping them to understand how close they are to achieving their goals. In his spare time, Tony enjoys spending time with his wife Nicole and children, Ethan and Olivia and escaping to the mountains, whenever he can, to pursue his passion for skiing and hiking.
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