Rathbones Financial Planning
Login to Rathbones Financial Planning Online (Previously Saunderson House Online)
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Financial Planning Team
Tom West
Financial planner
Tom West
Financial planner
London
Tom joined Saunderson House (SHL) in 2017 as part of the graduate trainee programme, after studying Economics at the University of Bristol. Tom is a Chartered Financial Planner, and part of Rathbones Financial Planning following the acquisition of SHL in October 2021.
He assists clients in achieving their financial goals and ambitions, with a particular focus on using cashflow planning software to bring this to life. He enjoys presenting these financial plans to clients to help visualise their finances, which can then provide a clear strategy moving forwards. Outside of work, Tom enjoys running and playing/watching football, and planning his next adventure abroad.
Tom joined Saunderson House (SHL) in 2017 as part of the graduate trainee programme, after studying Economics at the University of Bristol. Tom is a Chartered Financial Planner, and part of Rathbones Financial Planning following the acquisition of SHL in October 2021.
He assists clients in achieving their financial goals and ambitions, with a particular focus on using cashflow planning software to bring this to life. He enjoys presenting these financial plans to clients to help visualise their finances, which can then provide a clear strategy moving forwards. Outside of work, Tom enjoys running and playing/watching football, and planning his next adventure abroad.
Tony Clarke
Senior financial planning director
Tony Clarke
Senior financial planning director
London
Tony has over 26 years' experience advising clients on their financial planning. He is a Chartered Financial Planner and Fellow of the Personal Finance Society , aswell as a Certified Financial Planner and a Chartered Fellow (Financial Planning) with the Chartered Institute for Securities and Investment. Tony most enjoys helping clients and their families achieve peace of mind by explaining what can seem like complex issues in a simple way and helping them to understand how close they are to achieving their goals. In his spare time, Tony enjoys spending time with his wife Nicole and children, Ethan and Olivia and escaping to the mountains, whenever he can, to pursue his passion for skiing and hiking.
Tony has over 26 years' experience advising clients on their financial planning. He is a Chartered Financial Planner and Fellow of the Personal Finance Society , aswell as a Certified Financial Planner and a Chartered Fellow (Financial Planning) with the Chartered Institute for Securities and Investment. Tony most enjoys helping clients and their families achieve peace of mind by explaining what can seem like complex issues in a simple way and helping them to understand how close they are to achieving their goals. In his spare time, Tony enjoys spending time with his wife Nicole and children, Ethan and Olivia and escaping to the mountains, whenever he can, to pursue his passion for skiing and hiking.
William Evans
Senior financial planner
William Evans
Senior financial planner
London
William is a Chartered Financial Planner with the Chartered Insurance Institute, a member of The Society of Trustee and Estate Practitioners and is in the process of becoming a Fellow of the Personal Finance Society.
He joined Rathbones in 2017, from Lansdown Place Wealth Management, where he spent time advising clients on all aspects of financial planning.
William has experience in providing holistic financial advice to a wide range of individuals, families, trusts and business owners. He helps clients across a broad range of areas including protecting their wealth, investment and retirement planning, and succession and inheritance tax planning.
William is a Chartered Financial Planner with the Chartered Insurance Institute, a member of The Society of Trustee and Estate Practitioners and is in the process of becoming a Fellow of the Personal Finance Society.
He joined Rathbones in 2017, from Lansdown Place Wealth Management, where he spent time advising clients on all aspects of financial planning.
William has experience in providing holistic financial advice to a wide range of individuals, families, trusts and business owners. He helps clients across a broad range of areas including protecting their wealth, investment and retirement planning, and succession and inheritance tax planning.
