Rathbones Financial Planning
Login to Rathbones Financial Planning Online (Previously Saunderson House Online)
RATHBONES COMPLETES THE ACQUISITION OF SAUNDERSON HOUSE
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Financial Planning Team
Matthew Smith
Financial planner
Matthew Smith
Financial planner
London
Matt is a Chartered Financial Planner with a First-class degree in Economics and Finance. He passionately believes in the value of providing clients with tailored holistic financial planning and working with clients to help them to make informed decisions and achieve their lifetime objectives. He advises clients on a broad range of areas including tax efficient investment structuring, pension and retirement planning, and succession and estate planning. Outside of work, Matt is a keen American Football player for as long as his body allows and enjoys watching NBA and NFL games when they are on at a reasonable time of the day.
Matt is a Chartered Financial Planner with a First-class degree in Economics and Finance. He passionately believes in the value of providing clients with tailored holistic financial planning and working with clients to help them to make informed decisions and achieve their lifetime objectives. He advises clients on a broad range of areas including tax efficient investment structuring, pension and retirement planning, and succession and estate planning. Outside of work, Matt is a keen American Football player for as long as his body allows and enjoys watching NBA and NFL games when they are on at a reasonable time of the day.
Max Folland
Financial planning director
Max Folland
Financial planning director
London
Max joined the firm in September 2008. An experienced Chartered Financial Planner, Max is passionate about helping clients achieve their financial and personal objectives. This can range from tax-efficiently building a portfolio for retirement, to suitably provisioning for children’s education or analysing the affordability of lifetime gifts via a measured estate planning strategy. The majority of Max’s clients are time poor and he aims to provide the peace of mind that their financial planning needs are under control and being taken care of. He mainly looks after clients at Deloitte, EY, Simmons & Simmons, other leading London based firms as well as entrepreneurs and those who have reached retirement. In his spare time, Max’s main focus is his wife and two children. He also enjoys playing golf, travelling and coaching football for children.
Max joined the firm in September 2008. An experienced Chartered Financial Planner, Max is passionate about helping clients achieve their financial and personal objectives. This can range from tax-efficiently building a portfolio for retirement, to suitably provisioning for children’s education or analysing the affordability of lifetime gifts via a measured estate planning strategy. The majority of Max’s clients are time poor and he aims to provide the peace of mind that their financial planning needs are under control and being taken care of. He mainly looks after clients at Deloitte, EY, Simmons & Simmons, other leading London based firms as well as entrepreneurs and those who have reached retirement. In his spare time, Max’s main focus is his wife and two children. He also enjoys playing golf, travelling and coaching football for children.
Michael McManus
Financial planner
Michael McManus
Financial planner
London
Michael is a Chartered financial planner who joined Rathbones in 2018. He passionately believes in his work and takes huge satisfaction from bringing security and peace of mind to people that want to grow and protect their wealth.
He has almost 10 years’ industry experience, over which time he has helped clients at all stages of life plan positively for the future. This includes (but is not limited to) tax-efficient investing, pension and retirement planning and inheritance tax planning. Michael takes a thoughtful and hard-working approach, bolstered by strong technical knowledge and a desire to deliver the best results for his clients.
Michael is a Chartered financial planner who joined Rathbones in 2018. He passionately believes in his work and takes huge satisfaction from bringing security and peace of mind to people that want to grow and protect their wealth.
He has almost 10 years’ industry experience, over which time he has helped clients at all stages of life plan positively for the future. This includes (but is not limited to) tax-efficient investing, pension and retirement planning and inheritance tax planning. Michael takes a thoughtful and hard-working approach, bolstered by strong technical knowledge and a desire to deliver the best results for his clients.
