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.
Yemisi Duroshola
Chartered financial planner
Yemisi Duroshola
Chartered financial planner
London
Yemisi is a Chartered Financial Planner and has been authorised to provide advice since 2012. She worked at Saunderson House for 16 years, having joined the firm following graduation from the University of Bristol with a degree in Economics and Management, prior to Saunderson House integrating with Rathbones Financial Planning in 2024. Yemisi holds the Advanced Diploma in Financial Planning and takes pride in providing an individually tailored service to her clients, to help clients achieve their long term objectives.
Yemisi enjoys meeting with new clients, both during their careers to help them formulate a plan to build up the wealth required to provide for them in retirement, and also as they approach retirement to understand how the portfolio they have built up will provide them with financial independence. With many clients lacking the time to tend to their own financial matters given their hectic schedules, Yemisi prides herself on being extremely proactive and ensuring that no stone is left unturned, giving clients complete peace of mind.
Yemisi is a Chartered Financial Planner and has been authorised to provide advice since 2012. She worked at Saunderson House for 16 years, having joined the firm following graduation from the University of Bristol with a degree in Economics and Management, prior to Saunderson House integrating with Rathbones Financial Planning in 2024. Yemisi holds the Advanced Diploma in Financial Planning and takes pride in providing an individually tailored service to her clients, to help clients achieve their long term objectives.
Yemisi enjoys meeting with new clients, both during their careers to help them formulate a plan to build up the wealth required to provide for them in retirement, and also as they approach retirement to understand how the portfolio they have built up will provide them with financial independence. With many clients lacking the time to tend to their own financial matters given their hectic schedules, Yemisi prides herself on being extremely proactive and ensuring that no stone is left unturned, giving clients complete peace of mind.
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INSIGHTS
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