Helen is a Financial Planning Team Leader who joined Rathbones following the merger with Investec in September 2023 and has over 20 years’ experience in financial services having previously worked for 3 high street banks and most recently the Openwork Partnership. She is passionate about providing a holistic financial planning service including matters such as tax planning, retirement income planning, inheritance tax and estate planning to high net worth clients providing them with peace of mind over their finances.

Helen completed her MA degree in Classics at Liverpool University, holds the Chartered Financial Planner designation from the London Institute of Banking & Finance, is a chartered member of the Chartered Institute of Securities and Investment and holds the STEP Certificate for Financial Services - Trusts and Estate Planning.

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Colin joined Rathbones in November 2024 as an Associate Financial Planning Director. He specialises in providing personalised advice to private clients, with a particular focus on retirement planning and estate planning.

Colin takes a people focused approach and enjoys building a financial plan that prioritises what’s important to clients to enable them to achieve their financial goals.

Colin began his career in Financial Services in 2007 and has worked for a variety of organisations including Aegon, Aberdeen and Evelyn Partners. Colin has been advising clients for several years and is a Chartered Financial Planner. Outside of work, most of Colin’s time is spent with his wife and three young children. When not spending time with his family, he enjoys regular exercise and supporting his local football team.

Scott is a Financial Planner and he provides holistic advice to private clients. He explores clients’ long-term goals and aspirations and develops a suitable financial plan considering their specific circumstances.

Scott started his career in financial services shortly after graduating from the University of Edinburgh. He worked with a small specialist financial advice firm based in Totnes in Devon. After returning north of the border, Scott has worked in boutique wealth management firms and has been advising private clients across Scotland.

He is a Certified Financial Planner™ professional. He holds the CISI Diploma in Advanced Financial Planning and the Diploma in Regulated Financial Planning from the CII. Outside of work Scott enjoys spending his time with his young family and looking after their two Miniature Dachshunds, Bella and Bonnie.

Dean is a financial planner based in Bristol, with over 10 years’ experience in the industry and has been with Rathbones since 2021. Dean provides holistic financial planning advice to individuals, families, trusts and business owners, assisting them in planning for and achieving their financial goals.

Dean is experienced in all aspects of financial planning, including investment structuring and tax efficiency, retirement planning and income strategy, in addition to protection, estate, and inheritance tax planning.

Outside of work, Dean embraces an active and healthy lifestyle, enjoying everything from cycling the surrounding Bristol countryside in the summer, to skiing in the Alps over the winter. Dean loves to be outdoors, to travel and explore new destinations, along with attending gigs of his favourite artists.

Connor joined Rathbones in 2024 and is a Financial Planner, supporting private clients with personalised financial planning to help them achieve their long-term goals. He has been working in financial planning since 2019, developing his skills and knowledge through roles focused on investment planning, retirement strategy, and estate planning. Before joining Rathbones, he worked at a regional Wealth firm in Henley-On-Thames where he managed a wide range of client relationships.

Connor holds a degree in Business with Sports Science from the University of Oxford Brookes and Diploma in Regulated Financial Planning. He is currently studying towards Chartered Financial Planner status.

Connor enjoys his downtime gardening on his allotment, playing rugby for National 1 team Rams RFC, and travelling to experience local food, drink and culture. He also enjoys cooking, baking, and walking his whippet Twiggy with girlfriend Amber.

Cheryl joined Rathbones in 2022 and has over 11 years’ experience in the industry having previously worked for the multi-family office Stonehage Fleming and LGT Wealth Management. Outside of Financial Planning, she has previous experience working as a Detective in the Metropolitan Police and currently volunteers for the RNLI.

Cheryl holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society. She was a finalist for Financial Planner of the Year - Scotland & NI in the Women in Financial Advice Awards 2024.

Cheryl is passionate about proving a holistic Financial Planning service to a broad spectrum of UK based private clients and families on matters including tax efficient structuring, pension planning, Inheritance Tax mitigation and intergenerational wealth transfer.

Paul has 20 years of experience in the financial services industry and has achieved Chartered status. Paul is passionate about helping clients meet their financial planning goals as tax efficiently as possible and specialises in retirement and estate planning. Outside of his professional life, Paul enjoys spending time with his family, taking long walks with his Cocker Spaniel, Mona, running, swimming and trips away whenever possible.

Ed is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having joined Saunderson House 20 years ago and moved to Rathbones in 2022, he is also an authorised Pension Transfer Specialist. Ed specialises in the provision of strategic financial planning, working with clients to build and execute their plans to achieve financial independence, with a focus on the bigger picture as well as the smaller details.

Ed loves it when a plan comes together and gets satisfaction from helping clients achieve their long-term goals. Away from work, Ed enjoys holidays and weekends with his wife and their three children.

Paul has worked in financial services since completing his degree at Queens University Belfast. He has since completed various qualifications and is a Chartered Fellow of the PFS; a Fellow of the CISI; and a Certified Financial Planner™. 

Paul began working at Rathbones in 2018 and is a Financial Planning Director & Team Leader of the Belfast Financial Planning team. Paul is also Chair of NI PFS Committee. 

In his spare time, he likes to spend time with his family, enjoys dining out with friends, and plays squash.

Aidan is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Rathbones in 2021 as part of the acquisition of Saunderson House. Prior to joining Saunderson House in 2017, Aidan worked for a London-based mortgage and protection broker, which sparked his passion for helping people with their personal finances. He now has almost 9 years’ experience of helping private clients and their families to achieve their financial goals and ambitions through a range of financial planning services including, but not limited to: investment planning, retirement planning and estate planning.

He finds great satisfaction in giving his clients peace of mind when planning for contingencies and making financial decisions about their futures, evidenced by the following testimonial from one of his current clients:

“Aidan has been my first point of contact at Rathbones through the most difficult part of my life following the premature death of my husband. When I was least able to make any sensible decisions, he was there every step of the way to take me from a wife who allowed her husband to do everything regarding financial matters, to an independent woman who is now responsible for her own financial destiny, and I couldn't have achieved that without Aidan’s support, patience, and kindness. Aidan and the team have done a wonderful job for me, and they make me feel confident going forward that I will be financially secure and if I ever have any concerns, they are always there to advise me and put my mind at rest. Thank you, Aidan, and thank you Rathbones."

Aidan also holds a first-class honours degree in Financial Mathematics from the University of Kent and currently lives in St. Albans. Outside of work, Aidan enjoys spending time with his wife, family, and friends. He is also a keen skier and enjoys travelling the world and experiencing new cultures.