Our financial planning team

Kirstie joined Rathbones in February 2013 to assist in establishing the Newcastle office. Previously she spent over 25 years working for Lloyds Private Banking and Lloyds TSB Independent Financial Advisers. Kirstie is part of the specialist personal injury and Court of Protection team at Rathbones and has advised deputies and trustees in this area for over a decade.

Kirstie qualified as a Chartered Financial Planner in 2007 and became a Fellow of the Personal Finance Society in 2008.  She specialises in the provision of holistic financial planning to high-net-worth individuals.

Laura is a financial planner based in the London office. She joined Rathbones in 2017, with over 10 years’ experience in the industry. She has previously worked for a number of large financial institutions including Canada Life and Succession Group.

Laura holds Chartered Financial Planner status and is an associate member of the Personal Finance Society. She specialises in providing holistic financial planning to a wide range of clients, advising on matters such as income and asset structuring, retirement planning and estate planning. Laura’s aim is to understand what is truly important to her clients, and to help them achieve their goals, ultimately providing them with peace of mind over their finances and future. 

Lawrence joined the financial services industry in 1998 after reading Law at University, and having initially set out to train as a pilot.  Following a decade as the leading financial and investment adviser at a major private bank, a further 10 years as Director of a specialist Independent Financial Advisory firm, and having completed an investment weighted MBA and external study on wealth management for professionals, he now continues his career as Financial Planning Director at Rathbones. Lawrence has developed a specialism in advising partners of the leading law firms, the ‘Big Four’ and private equity firms, alongside business leaders, and aims to provide holistic support, guidance and advice to all generations of a client’s family.  As a chartered adviser that builds strong bonds with his clients, and works with them through all of their life stages, Lawrence is able to build a true understanding of his clients’ individual needs and objectives, and use his experience to build a financial plan that ensures the right decisions are made at the right time, and that goals are not just met but exceeded. Away from work, Lawrence’s spare time is devoted to his young family, a passion for motor cars, playing the organ and a continued association with CASS Business School.