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.
 

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 is a Chartered Financial Planner.  He joined Rathbones following the acquisition of Saunderson House, having joined as a graduate trainee in 2011.  Tom specialises in the provision of strategic financial planning advice bringing this and long-term tax planning together to help clients formulate and execute their plans to achieve their financial independence, with simplicity and transparency.  

Tom gets great satisfaction in giving clients peace of mind that their financial affairs are looked after, letting them concentrate their time elsewhere.  Away from work, Tom enjoys travelling, cooking and long walks in the countryside with his wife, Rebecca, and their Border Terrier, Scrappy.
 

Thomas graduated with a first-class degree from The University of Exeter Business School.  After graduating, Thomas spent time at a global American financial service firm before joining Saunderson House in 2015 (part of the Rathbones Group following the acquisition of Saunderson House back in 2021). Thomas is a Chartered Financial Planner and he has a wide range of experience working with clients from different backgrounds including partners in the leading law and accountancy firms, barristers, entrepreneurs, trustees and retirees. Thomas specialises in helping clients build their wealth and achieve their financial objectives by providing strategic financial planning and long-term tax planning.  In his spare time, Thomas enjoys travelling and following sport.
 

Tom joined Saunderson House (SHL) in 2008 after graduating from Durham University with a degree in Economics.  In October 2021, he joined Rathbones Financial Planning following the acquisition of SHL. He is a Chartered Financial Planner (CII) and Chartered Wealth Manager (CISI), having completed his CII Advanced Diploma in Financial Planning and CISI Masters in Wealth Management qualifications. Tom is passionate about using his expertise to ensure that his clients can have complete peace of mind with regard to their financial planning and investment management needs, so they can focus on their own work, families and hobbies.  

Tom enjoys building long lasting relationships with clients and has experience of advising a broad spectrum of high net worth individuals and families (including partners of professional services firms, barristers, entrepreneurs and senior executives).  Outside of work, Tom is a keen sportsman and in particular enjoys playing tennis (and padel) and participating in the occasional endurance event.  However, more time seems to be spent coaching his two boys these days!
 

Tim joined Saunderson House (part of Rathbones Group since 2021) after graduating from the University of Nottingham in 2004. A Chartered Financial Planner, Tim works with City professionals, entrepreneurs and families, assisting with all aspects of their financial planning and objectives. In his spare time Tim enjoys spending time with his young family and following Everton FC.

Simon's specialisms centre around pensions, investments, and long term tax planning. His clients are largely made up of barristers at a variety of chambers across the Inns of Court and solicitors at firms such as Freshfields, Herbert Smith Freehills, and Stephenson Harwood. He also helps accountants, entrepreneurs and some retired folks.

Simon loves bringing order and simplicity to his clients’ financial affairs, giving them the peace of mind that we have considered everything that they would otherwise need to think about themselves. His aim is to free up their time to allow them to focus on their own work, families and personal interests. Outside of work, Simon’s attention is on his wife and three young children, and planning holidays to visit their family around the world. He also tries to squeeze in a healthy dose of test cricket and southern hemisphere rugby.

Ross joined the world of Financial Planning in 2018, following an apprenticeship in Accounting at another firm in the city of London. Ross is a Chartered Financial Planner and enjoys being able to provide and subsequently see the benefits in real time of holistic financial planning across a varied spectrum of clients. Beyond work, you’ll likely find Ross on a golf course. A statement which he believes will remain accurate indefinitely.

Prem joined the Saunderson House after completing his undergraduate degree in Accounting and Finance at the University of Warwick in 2009, and his postgraduate degree in Investment Management at Bayes Business School in 2010. As well as assisting clients, he has previously held several other roles, including running projects, supervising advisers, and being a member of our Technical Team. His sole focus now is on advising clients and he was awarded Chartered status in 2015. Prem enjoys the intricacies of understanding client’s individual needs and objectives and working with them to help them achieve their financial goals and peace of mind. Outside of work Prem enjoys spending time with his son and wife as well as hiking and travelling.