Our financial planning team

Simon's specialisms centre around pensions, investments, and long term tax planning. His clients are largely made up of barristers at a variety of chambers across the Inns of Court and solicitors at firms such as Freshfields, Herbert Smith Freehills, and Stephenson Harwood. He also helps accountants, entrepreneurs and some retired folks.

Simon loves bringing order and simplicity to his clients’ financial affairs, giving them the peace of mind that we have considered everything that they would otherwise need to think about themselves. His aim is to free up their time to allow them to focus on their own work, families and personal interests. Outside of work, Simon’s attention is on his wife and three young children, and planning holidays to visit their family around the world. He also tries to squeeze in a healthy dose of test cricket and southern hemisphere rugby.

Stephanie is a Chartered Financial Planner with over 20 years’ experience in the Financial Services industry. After graduating from the University of Glasgow with BSc (Hons) in 2004, she started her career with Bank of Scotland where she trained and qualified as a financial planner. She laterally worked as an Independent Financial Adviser before joining Rathbones in early 2024.

Stephanie is passionate about building relationships with clients and helping meet their financial objectives through holistic financial planning.

Outside of work she enjoys going to the gym and is kept busy as a mum of twins!

Tim joined Saunderson House (part of Rathbones Group since 2021) after graduating from the University of Nottingham in 2004. A Chartered Financial Planner, Tim works with City professionals, entrepreneurs and families, assisting with all aspects of their financial planning and objectives. In his spare time Tim enjoys spending time with his young family and following Everton FC.