Our financial planning team

I am a Senior Financial Planning Director with Rathbones, providing pro-active wealth management advice, with a particular focus on a very high level of personal service and long-term strategic planning.  My team serves around 120 clients and their families, including a significant number of current and retired partners at the top legal and accountancy firms and entrepreneurs. 

We have a considerable amount of experience helping extremely busy people to realise their financial goals and achieve ‘financial independence’.  My spare time is mostly devoted to my 3 young children.  I have a passion for travel and skiing.  To keep fit I run regularly in the Oxfordshire countryside and play squash. Rathbones has offices around the UK and in the Channel Islands and currently manages over £100 billion of client wealth. I am also a Trustee of the Charles S French Charitable Trust, which distributes around £500,000 p.a. to charitable causes in Essex and North East London.

Chris joined Rathbones from a national independent financial adviser and as well as being a Chartered Financial Planner is a Fellow of the Personal Finance Society. Chris has been advising individuals and businesses since 1998 on investment, pension and inheritance tax. His areas of specialism include the planning relating to drawing benefits from pension plans and the use of trusts as part of family financial planning. Chris ensures that all of his clients examine all areas of financial planning to help them and their families plan in an ever-increasing complex world.

Dan joined Saunderson House (since merged with Rathbones) in 2007, having spent 3 years working at Prudential in their Bulk Annuities department. Having graduated from the University of Manchester with a B.A. in Economics and Business Studies, Dan completed the relevant exams through the Chartered Insurance Institute to become a Chartered Financial Planner in 2012.

Dan enjoys helping clients with all areas of financial planning, and finding solutions for a wide array of concerns that clients may have. Dan is particularly interested in advising clients on how they can use their overall portfolio to provide the level of income that they require in retirement, whilst also planning to pass on assets tax efficiently, through cashflow forecasting. Outside of work Dan enjoys travel, keeping fit, following Reading FC and socialising with friends and family.