Jenna joined Rathbones in 2019 and has over 12 years’ experience in the industry. She is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jenna works with clients on a holistic basis, helping to plan for their future through; wealth accumulation, tax planning and mitigation, retirement planning and, estate and inheritance tax planning. Jenna also has a keen interest in helping divorcee clients, using detailed long-term cashflow analysis to provide greater visibility over wealth.

Tony began his career in financial services in 1984 working for Commercial Union, before moving to Barclays where he specialised in pension plan administration. He joined Saunderson House in 1989 as a trainee financial planner, where he built extensive experience in successfully helping individuals manage their wealth, and was appointed a Director of the company in 1996. In January 2012, he became the Chief Executive Officer and is a member of the Saunderson House Board of Directors. 

During his long career at Saunderson House, Tony has played a key role in cultivating a culture of always putting our clients’ interests and goals at the heart of everything we do, and building a business that maintains strong client-advisor relationships – providing personal advice rather than selling products. Tony holds responsibility for setting the firm’s strategic direction, championing our conduct agenda and instilling the firm’s core values. He also plays a fundamental part in continuing to develop the company’s corporate social responsibility and staff engagement programmes. 

Tony holds the Advanced Diploma in Financial Planning and is an Associate of the Chartered Insurance Institute and is a Chartered Financial Planner. In 2017, he was a winner in the Finance Monthly CEO Awards and has led Saunderson House in its recognition through numerous awards in recent years including the Best Wealth Management Adviser in the 2017 Money Marketing Awards. 

Brad joined Rathbones as a financial planner in 2021 and provides specialist advice to clients and their representatives within Rathbones’ Court of Protection team. With over 10 years’ experience in helping clients to maximise and protect their wealth, he brings a range of experience from a variety of different roles and is passionate about helping clients to achieve all of their financial planning objectives.

Brad holds a master’s degree in Commercial Law from the University of Edinburgh and prior to this, lived in Denmark and Belgium where he gained a first class honours degree in European Business Management.

Alex joined Rathbones after 10 years with a regional Chartered Financial Planning and Accountancy practice based in West Sussex.

Being a Chartered Financial Planner and one of the few in the UK to be accredited by the legal body Resolution, he has a depth of experience in all areas of planning for every life stage. This ranges from tax efficient investing to retirement planning to estate and long-term care planning.

Working alongside an accountancy practice for many years, Alex has a strong understanding of tax and trust legislation, as well as extensive knowledge of the pensions system which has seen him act as expert witness for the courts on a number of occasions as well as mentoring colleagues. 

In 2015, he was named in the UK’s top 35 financial advisers aged under 35.

Alex is passionate about getting to know his clients, building lasting relationships providing a friendly, personable service. He most enjoys helping clients understand complex financial matters by making them seem simple, explaining concepts in relatable and meaningful terms.

Gareth is a Regional Manager for Financial Planning in the London Region. He has nearly 30 years' experience in Financial Services. He has a background of number of years delivering advice to clients for a number of firms including Bristol & West, Santander and Lloyds Bank before moving into a Supervisory background and then latterly managing teams of advisers. He has been recognised by colleagues on number of occasions with awards for his passion and dedication to the role in helping others become the best they can be.

Gareth heads up a Team of outstanding client facing advisers in London. He is a Fellow of the Personal Finance Society and joined Rathbones in 2021.

When Gareth is not working, he enjoys spending time with his family, keeping fit and watching sport.

Greg is an experienced financial planner who enjoys working closely with his clients on  all aspects of wealth management. He advises clients across a broad range of areas such as; wealth accumulation, investment management, structuring investments to maximise tax efficiency, retirement planning, wealth preservation and inheritance tax planning.

Prior to joining Rathbones Greg worked at Tilney Smith and Williamson. He is a Chartered Wealth Manager and a Chartered Financial Planner, he is also a Fellow of the Personal Finance Society. Greg studied Economics at Lancaster University and is a Chartered Member of the Chartered Institute for Securities and Investments.

James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI).  James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations. 

James has worked for a number of Investment Management Firms, most recently Killik & Co., where he mentored and developed new planners alongside managing his own advice team.  He has also enjoyed more technical roles at Coutts, supporting advisors to provide complex at retirement advice to wealthy individuals and families.