Our financial planning team

Tony began his career in financial services in 1984 working for Commercial Union, before moving to Barclays where he specialised in pension plan administration. He joined Saunderson House in 1989 as a trainee financial planner, where he built extensive experience in successfully helping individuals manage their wealth, and was appointed a Director of the company in 1996. In January 2012, he became the Chief Executive Officer and is a member of the Saunderson House Board of Directors. 

During his long career at Saunderson House, Tony has played a key role in cultivating a culture of always putting our clients’ interests and goals at the heart of everything we do, and building a business that maintains strong client-advisor relationships – providing personal advice rather than selling products. Tony holds responsibility for setting the firm’s strategic direction, championing our conduct agenda and instilling the firm’s core values. He also plays a fundamental part in continuing to develop the company’s corporate social responsibility and staff engagement programmes. 

Tony holds the Advanced Diploma in Financial Planning and is an Associate of the Chartered Insurance Institute and is a Chartered Financial Planner. In 2017, he was a winner in the Finance Monthly CEO Awards and has led Saunderson House in its recognition through numerous awards in recent years including the Best Wealth Management Adviser in the 2017 Money Marketing Awards. 

Aidan is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Rathbones in 2021 as part of the acquisition of Saunderson House. Prior to joining Saunderson House in 2017, Aidan worked for a London-based mortgage and protection broker, which sparked his passion for helping people with their personal finances. He now has almost 8 years’ experience of helping private clients and their families to achieve their financial goals and ambitions through a range of financial planning services including but not limited to: investment planning, retirement planning and estate planning.

He finds great satisfaction in giving his clients peace of mind when planning for contingencies and making financial decisions about their futures, evidenced by the following testimonial from one of his current clients:

“Aidan has been my first point of contact at Rathbones through the most difficult part of my life following the premature death of my husband. When I was least able to make any sensible decisions, he was there every step of the way to take me from a wife who allowed her husband to do everything regarding financial matters, to an independent woman who is now responsible for her own financial destiny, and I couldn't have achieved that without Aidan’s support, patience, and kindness. Aidan and the team have done a wonderful job for me, and they make me feel confident going forward that I will be financially secure and if I ever have any concerns, they are always there to advise me and put my mind at rest. Thank you, Aidan, and thank you Rathbones."

Aidan also holds a first-class honours degree in Financial Mathematics from the University of Kent and currently lives in St. Albans. Outside of work, Aidan enjoys spending time with his fiancée, family, and friends. He is also a keen skier and enjoys travelling the world and experiencing new cultures.

Alanah joined Rathbones in 2015 and has over 11 years’ experience in the industry having previously worked for Brewin Dolphin.  

She holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society.  She is also studying towards the Internationally recognised Financial planner TM certification from the Chartered Institute of Securities and Investment.  

Alanah is passionate about proving a holistic financial planning service including matters such as tax planning, Retirement income planning, Inheritance tax and estate planning.