I am a Senior Financial Planning Director with Rathbones, providing pro-active wealth management advice, with a particular focus on a very high level of personal service and long-term strategic planning.  My team serves around 120 clients and their families, including a significant number of current and retired partners at the top legal and accountancy firms and entrepreneurs. 

We have a considerable amount of experience helping extremely busy people to realise their financial goals and achieve ‘financial independence’.  My spare time is mostly devoted to my 3 young children.  I have a passion for travel and skiing.  To keep fit I run regularly in the Oxfordshire countryside and play squash. Rathbones has offices around the UK and in the Channel Islands and currently manages over £100 billion of client wealth. I am also a Trustee of the Charles S French Charitable Trust, which distributes around £500,000 p.a. to charitable causes in Essex and North East London.

Chris joined Saunderson House in 2015 as part of the graduate trainee programme and is part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. Chris holds Chartered Financial Planner status and is a Fellow of the Personal Finance Society.  He provides holistic financial planning to a wide range of clients, advising on tax-efficient investing, pension/retirement planning and passing wealth onto future generations.  Chris is passionate about helping clients to achieve their short and long term financial objectives, by carefully constructing a plan to take account of their specific personal and financial circumstances. Outside of work, Chris enjoys live music and a wide range of sports (particularly football and golf).
 

Chris has been helping clients for over 16 years, with a particular specialism in partners at PwC and other accountancy practices, barristers and city professionals. Chris, who studied Economics at the University of Cambridge, is a Chartered Financial Planner and Fellow of the Personal Finance Society and has spoken regularly on behalf of the Chartered Insurance Institute. He joined Saunderson House (SHL) in 2007 and is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021.

He enjoys that each client is unique, with their own personal goals and wishes, and likes nothing more than working collaboratively to achieve them. He has a particular interest in the use of cash flow modelling to tailor a high-level roadmap for each client, which helps shape the strategy adopted in other areas. This typically includes helping clients decide how their families can be best protected, how to grow their portfolio, when they can afford to retire and how they can live the life they wish. Outside of work, Chris is a sports fanatic and enjoys many weekends playing hockey or softball, as well as hitting the ski slopes in winter. He is also a keen cyclist, having completed various multi-day international rides for charity. Chris also spent two summers teaching sports to children in the USA, before starting his financial planning career.

Charlie joined Saunderson House (SHL) in 2007, which became part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Charlie advises on all aspects of financial planning, including long term strategy, investment portfolio construction, taxation and technical matters. He has experience in advising clients through the various stages of their life cycle and specialises in long-term cash flow forecasting. Charlie primarily advises current and former Partners of the largest law firms.

 As such, he has significant experience of the challenges and key objectives that apply throughout a career and life cycle. Starting with promotion to Partnership, when the transition from employed to self-employed status leads to a variety of challenges and planning opportunities. Moving through to the lead up to retirement and beyond, when the focus often shifts to understanding if financial independence has been achieved and how to gift to the next generation in a responsible manner. Outside of work, Charlie is kept busy by his young family and enjoys playing tennis and winter sports.

I joined Saunderson House in 2009 after graduating from Manchester Metropolitan University with a first-class Honours degree in Financial Services. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, having become authorised to provide regulated advice in 2012.  I became part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. I am passionate about providing expert financial advice with unrivalled levels of service and transparency. I look to fully understand my client’s motivations, goals and objectives before building a financial plan to focus on what is important to them.  I specialise in strategic planning and investment advice, helping clients to meet their financial goals. In my spare time I enjoy cooking and herding my two toddlers.
 

I joined Saunderson House in 2009 after graduating from Durham University with a degree in Economics.  I became a Chartered Financial Planner in 2014, and joined Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. I enjoy working closely with clients to help them achieve their objectives, and find the personal nature of the work extremely rewarding. Outside of work I enjoy keeping fit and active, and following the highs and lows of the England cricket team.
 

Alex joined the firm having graduated from King’s College London with a degree in History. Alex is a Chartered Financial Planner and previously led the New Business team. He has experience dealing with clients in a wide range of circumstances. Alex believes in the value of a long-term relationship to truly understand client’s needs and objectives, and to construct a bespoke financial planning strategy accordingly. Outside of work, Alex enjoys his London-living and is a keen squash and hockey player.  As a proud Mancunian, he is also an avid Manchester United, Sale Sharks and Lancashire cricket supporter.
 

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 8 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 fiancée, family, and friends. He is also a keen skier and enjoys travelling the world and experiencing new cultures.

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.

Yemisi is a Chartered Financial Planner and has been authorised to provide advice since 2012. She worked at Saunderson House for 16 years, having joined the firm following graduation from the University of Bristol with a degree in Economics and Management, prior to Saunderson House integrating with Rathbones Financial Planning in 2024. Yemisi holds the Advanced Diploma in Financial Planning and takes pride in providing an individually tailored service to her clients, to help clients achieve their long term objectives. 

Yemisi enjoys meeting with new clients, both during their careers to help them formulate a plan to build up the wealth required to provide for them in retirement, and also as they approach retirement to understand how the portfolio they have built up will provide them with financial independence. With many clients lacking the time to tend to their own financial matters given their hectic schedules, Yemisi prides herself on being extremely proactive and ensuring that no stone is left unturned, giving clients complete peace of mind.