Harpal has over 17 years of experience in Investment Management. He joined Rathbones as a specialist personal injury and Court of Protection adviser having previously held this role at Barclays Wealth and Tilney.

He advises families, public authority bodies, leading law firms on the financial affairs of extremely vulnerable clients and individuals who have received a personal injury award. Harpal is a proud supporter of the Child Brain Injury Trust, raising charitable donations and organising events.

Harpal is a Chartered Member of the Chartered Institute for Securities & Investments and a Chartered Financial Planner. He was previously ranked by eprivateclient as a top 35 under 35 adviser.

Kat has worked with recipients of personal injury awards for 20 years. She provides specialist advice to clients, professional and lay deputies and guardians, and trustees of personal injury awards.  Kat joined Rathbones in 2020 from Barclays Wealth. 

Kat is passionate about helping her clients, together with their legal representatives, take control of their financial future.  Her goal is to ensure every client can make informed decisions, driven by a clear understanding on how this might affect their long term financial position.  Her advice is tailored to the individual needs of each client, depending on their circumstances, as well as the nature and severity of their injuries. 

She is a Chartered Member of the Chartered Institute for Securities and Investments and a Chartered Financial Planner of the Chartered Insurance Institute. Kat is working towards the Society of Trust and Estates Practitioners Diploma. 

When not helping clients, Kat attempts to train her sproodle.

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.

Stuart graduated in 2013 with an honours degree in Economics and Finance from the University of Strathclyde. Shortly thereafter he joined Speirs & Jeffrey.

Having completed the graduate investment management program and qualified as an investment manager at Speirs and Jeffrey, Stuart chose to deepen his investment expertise, spending two years as a research analyst where his responsibilities included research coverage of global equity funds and a range of quoted equities. Stuart returned to working as an investment manager as he enjoys the ability to continue to analyse investments while seeing first-hand the benefits well-chosen investments have on meeting his clients’ goals. Stuart is a member of Rathbone’s Strategic Asset Allocation Committee.

Stuart is a CFA (Chartered Financial Analyst) charterholder and Chartered Fellow of the Chartered Institute for Securities and Investment.

Stuart is an investment director and looks after a growing number of private clients, pensions, charities and trusts. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Stuart graduated from St. Andrews University with an honours degree in Economics/Finance. After obtaining his qualifications at Tilney, Stuart took a year out travelling around the world before returning to work at Charles Stanley in Edinburgh. He returned to Glasgow and joined Speirs and Jeffrey in 2003. Speirs and Jeffrey was fully integrated with Rathbones in July 2019.

Nik is an investment director with 20 years’ experience in financial services. He joined Rathbones as an investment director in 2018 and manages discretionary investment portfolios for private individuals, trusts, charities and pension funds within a longstanding team.

Nik graduated with a degree in European Business Studies from Middlesex University in 1996 and is a Fellow of the Chartered Institute for Securities and Investment.

He started his career at Merrill Lynch in 1997 moving to Julius Baer in 2012 when they acquired Merrill’s international business.

Amy joined Rathbones in 2013. She manages private client and Personal Injury and Court of Protection portfolios. Amy is a member of the Rathbones Fixed Income Collectives Committee.

She is a Chartered Fellow of the Chartered Institute of Securities and Investment, having obtained the Chartered Wealth Manager qualification in 2017. In doing so, she became the youngest person to achieve this qualification aged 21. Amy also holds the CII Diploma in Regulated Financial Planning. Amy was the winner of the Rising Talent Award at the 2021 PIMFA Diversity and Inclusion Awards.