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
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.
Grant McEwan
Financial planner
Grant McEwan
Financial planner
Glasgow
Grant graduated from Heriot-Watt University in 2014 with a first class degree in Business Management with Marketing. After working for Merck in the pharmaceutical industry, Grant completed the CFA UK’s Investment Management Certificate. In 2016 Grant joined Carbon Financial Partners as a graduate trainee and completed the Diploma in Regulated Financial Planning in 2017. Since joining Rathbones in 2018 as a client service executive, he passed the CII Advanced Diploma in Financial Planning and was later promoted to financial planning assistant. Grant then became a financial planner at Rathbones after completing our internal training programme and he now provides holistic financial planning to clients looking for answers to ‘big picture’ questions often concerning retirement goals, intergenerational wealth planning and protection needs. Grant is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society.
Grant graduated from Heriot-Watt University in 2014 with a first class degree in Business Management with Marketing. After working for Merck in the pharmaceutical industry, Grant completed the CFA UK’s Investment Management Certificate. In 2016 Grant joined Carbon Financial Partners as a graduate trainee and completed the Diploma in Regulated Financial Planning in 2017. Since joining Rathbones in 2018 as a client service executive, he passed the CII Advanced Diploma in Financial Planning and was later promoted to financial planning assistant. Grant then became a financial planner at Rathbones after completing our internal training programme and he now provides holistic financial planning to clients looking for answers to ‘big picture’ questions often concerning retirement goals, intergenerational wealth planning and protection needs. Grant is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society.
Gregory Winter
Senior financial planner
Gregory Winter
Senior financial planner
Liverpool
Greg is an experienced financial planner who enjoys working closely with his clients on all aspects of wealth management. He advises clients across a broad range of areas such as; wealth accumulation, investment management, structuring investments to maximise tax efficiency, retirement planning, wealth preservation and inheritance tax planning.
Prior to joining Rathbones Greg worked at Tilney Smith and Williamson. He is a Chartered Wealth Manager and a Chartered Financial Planner, he is also a Fellow of the Personal Finance Society. Greg studied Economics at Lancaster University and is a Chartered Member of the Chartered Institute for Securities and Investments.
Greg is an experienced financial planner who enjoys working closely with his clients on all aspects of wealth management. He advises clients across a broad range of areas such as; wealth accumulation, investment management, structuring investments to maximise tax efficiency, retirement planning, wealth preservation and inheritance tax planning.
Prior to joining Rathbones Greg worked at Tilney Smith and Williamson. He is a Chartered Wealth Manager and a Chartered Financial Planner, he is also a Fellow of the Personal Finance Society. Greg studied Economics at Lancaster University and is a Chartered Member of the Chartered Institute for Securities and Investments.
Iain Pink
Senior Financial Planner
Iain Pink
Senior Financial Planner
London
Iain joined Rathbones in 2024 and advises clients on all aspects of financial planning.
Iain is a Chartered Financial Planner with over 25 years’ experience of working alongside personal clients and professional pension scheme trustees.
Iain’s expertise includes retirement planning, wealth accumulation and decumulation, tax efficient investment structuring and inheritance tax planning.
Iain is married with one son and dog, lives in London and is usually found outside at the weekend.
Iain joined Rathbones in 2024 and advises clients on all aspects of financial planning.
Iain is a Chartered Financial Planner with over 25 years’ experience of working alongside personal clients and professional pension scheme trustees.
Iain’s expertise includes retirement planning, wealth accumulation and decumulation, tax efficient investment structuring and inheritance tax planning.
Iain is married with one son and dog, lives in London and is usually found outside at the weekend.
INSIGHTS
Review of the week: The wave
The right-wing Rassemblement National was the big winner in the first round of French elections, but the most conclusive vote comes this weekend. Before then, the UK votes on its own Parliament.
6 mins
Investing for the next decade
The first few years of the 2020s have been characterised by huge shocks to the global economy – from the pandemic to the Ukraine war. When the dust settles, we think the global economy will have changed in significant ways, and the investment strategies that fared best over the past decade won’t be the ones that serve us best for the next one. If the 2010s are gone for good, we’ll need a different approach.
1 min
Quarterly Investment Update Q3 2024: Broad earnings improvement brings good news
A widely expected change of government may bolster UK sentiment, while the US election is on a knife’s edge.
9 mins
Review of the week: Political football
France goes to the polls for the first round of voting, the two candidates for the White House spar and the Euro knockout phase begins.
6 mins