Our financial planning team

I joined Saunderson House (SHL) in 2005 as a graduate trainee and am now a Chartered Financial Planner, Fellow of the Personal Finance Society and part of Rathbones Financial Planning following the acquisition of SHL in October 2021.

Gareth is a Regional Manager for Financial Planning in the London Region. He has nearly 30 years' experience in Financial Services. He has a background of number of years delivering advice to clients for a number of firms including Bristol & West, Santander and Lloyds Bank before moving into a Supervisory background and then latterly managing teams of advisers. He has been recognised by colleagues on number of occasions with awards for his passion and dedication to the role in helping others become the best they can be.

Gareth heads up a Team of outstanding client facing advisers in London. He is a Fellow of the Personal Finance Society and joined Rathbones in 2021.

When Gareth is not working, he enjoys spending time with his family, keeping fit and watching sport.

Grant graduated from Heriot-Watt University in 2014 with a first class degree in Business Management with Marketing. After working for Merck in the pharmaceutical industry, Grant completed the CFA UK’s Investment Management Certificate. In 2016 Grant joined Carbon Financial Partners as a graduate trainee and completed the Diploma in Regulated Financial Planning in 2017. Since joining Rathbones in 2018 as a client service executive, he passed the CII Advanced Diploma in Financial Planning and was later promoted to financial planning assistant. Grant then became a financial planner at Rathbones after completing our internal training programme and he now provides holistic financial planning to clients looking for answers to ‘big picture’ questions often concerning retirement goals, intergenerational wealth planning and protection needs. Grant is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society.