Our financial planning team

James joined the Saunderson House graduate trainee program in 2015, after graduating from Lancaster University with a first class degree in Biomedicine. He achieved Chartered status in 2020, and is now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. James’ clients include entrepreneurs, current and former Partners of the Big 4 accountancy firms and the Magic Circle law firms.  James enjoys working closely with his clients, helping them to achieve financial independence, with strategic and investment planning advice. In his spare time, James enjoys gardening, walking his retired racing greyhound, and renovating his cottage.
 

Jenna joined Rathbones in 2019 and has over 12 years’ experience in the industry. She is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jenna works with clients on a holistic basis, helping to plan for their future through; wealth accumulation, tax planning and mitigation, retirement planning and, estate and inheritance tax planning. Jenna also has a keen interest in helping divorcee clients, using detailed long-term cashflow analysis to provide greater visibility over wealth.

Having graduated from The University of Exeter in 2011, I began my career in financial planning with Saunderson House (SHL) as part of the graduate trainee programme in 2011, achieving Chartered Status in October 2017.  I spent 18 months away from financial planning, working with a range of financial planners from the provider side, as an account manager with Standard Life (now ABRDN), before returning to Saunderson House (now part of Rathbones Financial Planning following the acquisition of SHL in October 2021) in January 2020, having widened my knowledge of the Financial Planning landscape. 

My clients include both current and former partners of accountancy and law firms, navigating the specific compliance requirements that their needs require, whilst ensuring their financial planning needs (including retirement, tax and estate planning) are met.  I enjoy the peace of mind that competent financial planning can provide to clients whose busy lives require their attention elsewhere. Outside of work, I previously played competitive rugby having plied my trade at the National 2 level for the 2019/20 season with Sutton & Epsom RFC.  I also enjoy the cinema and travelling (admittedly where I have my way, this usually has a sporting event that the trip is planned around).