Rathbones Financial Planning
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Financial Planning Team
Paul Sayers
Financial planning director
Paul Sayers
Financial planning director
London
Paul is a Chartered Financial Planner with over 25 years’ experience.
He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.
Paul is a member of the personal injury and Court of Protection team, providing financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.
In his spare time he is a director for Cranleigh Riding for the Disabled.
Paul is a Chartered Financial Planner with over 25 years’ experience.
He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.
Paul is a member of the personal injury and Court of Protection team, providing financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.
In his spare time he is a director for Cranleigh Riding for the Disabled.
Peter Jackson
Financial planning director
Peter Jackson
Financial planning director
London
Peter joined Saunderson House (now Rathbones Financial Planning) in 2001, having read Economics at university. He is a Charted Financial Planner who has been authorised to provide advice since 2004, specialising in private client advice. Outside of work he is married with two daughters and son who keep him busy, though he is also a keen sportsman and enjoys travelling.
Peter joined Saunderson House (now Rathbones Financial Planning) in 2001, having read Economics at university. He is a Charted Financial Planner who has been authorised to provide advice since 2004, specialising in private client advice. Outside of work he is married with two daughters and son who keep him busy, though he is also a keen sportsman and enjoys travelling.
Philip Baker
Financial planning director
Philip Baker
Financial planning director
London
Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.
Philip previously worked at the Private Bank C. Hoare & Co, joining Rathbones in August 2016. He is a Chartered Financial Planner and a Chartered Member of the Chartered Institute for Securities and Investments.
Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.
Philip previously worked at the Private Bank C. Hoare & Co, joining Rathbones in August 2016. He is a Chartered Financial Planner and a Chartered Member of the Chartered Institute for Securities and Investments.