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.
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.
James Bowman
Senior financial planner
James Bowman
Senior financial planner
London
James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI). James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations.
James has worked for a number of Investment Management Firms, most recently Killik & Co., where he mentored and developed new planners alongside managing his own advice team. He has also enjoyed more technical roles at Coutts, supporting advisors to provide complex at retirement advice to wealthy individuals and families.
James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI). James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations.
James has worked for a number of Investment Management Firms, most recently Killik & Co., where he mentored and developed new planners alongside managing his own advice team. He has also enjoyed more technical roles at Coutts, supporting advisors to provide complex at retirement advice to wealthy individuals and families.
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