Our financial planning team
Gregory Winter
Senior financial planner
Gregory Winter
Senior financial planner
Liverpool
Greg is an experienced financial planner who enjoys working closely with his clients on all aspects of wealth management. He advises clients across a broad range of areas such as; wealth accumulation, investment management, structuring investments to maximise tax efficiency, retirement planning, wealth preservation and inheritance tax planning.
Prior to joining Rathbones Greg worked at Tilney Smith and Williamson. He is a Chartered Wealth Manager and a Chartered Financial Planner, he is also a Fellow of the Personal Finance Society. Greg studied Economics at Lancaster University and is a Chartered Member of the Chartered Institute for Securities and Investments.
Greg is an experienced financial planner who enjoys working closely with his clients on all aspects of wealth management. He advises clients across a broad range of areas such as; wealth accumulation, investment management, structuring investments to maximise tax efficiency, retirement planning, wealth preservation and inheritance tax planning.
Prior to joining Rathbones Greg worked at Tilney Smith and Williamson. He is a Chartered Wealth Manager and a Chartered Financial Planner, he is also a Fellow of the Personal Finance Society. Greg studied Economics at Lancaster University and is a Chartered Member of the Chartered Institute for Securities and Investments.
Iain Pink
Senior financial planner
Iain Pink
Senior financial planner
London
Iain joined Rathbones in 2024 and advises clients on all aspects of financial planning.
Iain is a Chartered Financial Planner with over 25 years’ experience of working alongside personal clients and professional pension scheme trustees.
Iain’s expertise includes retirement planning, wealth accumulation and decumulation, tax efficient investment structuring and inheritance tax planning.
Iain is married with one son and dog, lives in London and is usually found outside at the weekend.
Iain joined Rathbones in 2024 and advises clients on all aspects of financial planning.
Iain is a Chartered Financial Planner with over 25 years’ experience of working alongside personal clients and professional pension scheme trustees.
Iain’s expertise includes retirement planning, wealth accumulation and decumulation, tax efficient investment structuring and inheritance tax planning.
Iain is married with one son and dog, lives in London and is usually found outside at the weekend.
James Bowman
Senior financial planner
James Bowman
Senior financial planner
London
James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI). James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations.
James has worked for a number of Investment Management Firms, most recently Killik & Co., where he mentored and developed new planners alongside managing his own advice team. He has also enjoyed more technical roles at Coutts, supporting advisors to provide complex at retirement advice to wealthy individuals and families.
James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI). James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations.
James has worked for a number of Investment Management Firms, most recently Killik & Co., where he mentored and developed new planners alongside managing his own advice team. He has also enjoyed more technical roles at Coutts, supporting advisors to provide complex at retirement advice to wealthy individuals and families.