Richard Cook

Senior financial planner

Richard Cook

Senior financial planner

London

Richard is a Chartered Financial Planner and has over 10 years’ experience in financial planning and wealth management. He previously worked as an associate director at Coutts Private Bank where he provided holistic financial planning advice to high net worth individuals and their families. 

He believes in a tailored approach and builds long-lasting relationships with his clients, helping them to plan for the future and achieve their goals. He has experience in all areas of financial planning, including tax-efficient investing, retirement planning, financial protection and estate planning.

Richard is highly qualified, having also achieved the Certified Financial Planner and Chartered Wealth Manager accreditations. He is a Fellow of the Personal Finance Society and the Chartered Institute for Securities and Investment.

 

 

Richard is a Chartered Financial Planner and has over 10 years’ experience in financial planning and wealth management. He previously worked as an associate director at Coutts Private Bank where he provided holistic financial planning advice to high net worth individuals and their families. 

He believes in a tailored approach and builds long-lasting relationships with his clients, helping them to plan for the future and achieve their goals. He has experience in all areas of financial planning, including tax-efficient investing, retirement planning, financial protection and estate planning.

Richard is highly qualified, having also achieved the Certified Financial Planner and Chartered Wealth Manager accreditations. He is a Fellow of the Personal Finance Society and the Chartered Institute for Securities and Investment.

 

 

Michael McManus

Financial planner

Michael McManus

Financial planner

London

Michael is a Chartered financial planner who joined Rathbones in 2018. He passionately believes in his work and takes huge satisfaction from bringing security and peace of mind to people that want to grow and protect their wealth.

He has almost 10 years’ industry experience, over which time he has helped clients at all stages of life plan positively for the future. This includes (but is not limited to) tax-efficient investing, pension and retirement planning and inheritance tax planning. Michael takes a thoughtful and hard-working approach, bolstered by strong technical knowledge and a desire to deliver the best results for his clients.

Michael is a Chartered financial planner who joined Rathbones in 2018. He passionately believes in his work and takes huge satisfaction from bringing security and peace of mind to people that want to grow and protect their wealth.

He has almost 10 years’ industry experience, over which time he has helped clients at all stages of life plan positively for the future. This includes (but is not limited to) tax-efficient investing, pension and retirement planning and inheritance tax planning. Michael takes a thoughtful and hard-working approach, bolstered by strong technical knowledge and a desire to deliver the best results for his clients.

Alexander Gudiens

Senior financial planner

Alexander Gudiens

Senior financial planner

London

Alex is a Chartered Financial Planner, a Fellow of the Personal Finance Society and also holds the Investment Management Certificate (CFA). He joined Rathbones in 2019 and has significant knowledge and experience in providing the advice and direction which enables clients to meet their financial goals.

Alex helps on a broad range of areas including investment structuring, wealth preservation, retirement planning and legacy planning.

Previously, Alex managed the financial planning team at Kleinwort Benson and was awarded “Best Wealth Planning Team” at the WealthBriefing European Awards, 2017.

Alex is a Chartered Financial Planner, a Fellow of the Personal Finance Society and also holds the Investment Management Certificate (CFA). He joined Rathbones in 2019 and has significant knowledge and experience in providing the advice and direction which enables clients to meet their financial goals.

Alex helps on a broad range of areas including investment structuring, wealth preservation, retirement planning and legacy planning.

Previously, Alex managed the financial planning team at Kleinwort Benson and was awarded “Best Wealth Planning Team” at the WealthBriefing European Awards, 2017.

Tom Flanigan

Financial planner

Tom Flanigan

Financial planner

Glasgow

Tom is a Chartered Financial Planner with 17 years financial service industry experience, nine of which as an Independent Financial Adviser servicing clients with a broad range of individual needs. He joined Rathbones in 2020 and is working towards becoming a Fellow of the Personal Finance Society.

Tom specialises in holistic financial planning including retirement strategies, pension accumulation, tax-efficient investment, estate and inheritance tax planning, and financial protection.

Tom is a Chartered Financial Planner with 17 years financial service industry experience, nine of which as an Independent Financial Adviser servicing clients with a broad range of individual needs. He joined Rathbones in 2020 and is working towards becoming a Fellow of the Personal Finance Society.

Tom specialises in holistic financial planning including retirement strategies, pension accumulation, tax-efficient investment, estate and inheritance tax planning, and financial protection.

Myles Martin

Financial planner

Myles Martin

Financial planner

Liverpool

Myles is a financial planner based in the North West and has been with Rathbones since 2018. He is a graduate of the University of Liverpool, with a first class honours degree in International Business. He provides bespoke financial planning advice to individuals at various stages in their life, focusing on tax-efficient investments, retirement and estate planning. Myles also prepares detailed long-term cashflow forecasts to help his clients understand how their wealth can shape their future and enjoys providing the reassurance that people can achieve their goals.

Myles is a financial planner based in the North West and has been with Rathbones since 2018. He is a graduate of the University of Liverpool, with a first class honours degree in International Business. He provides bespoke financial planning advice to individuals at various stages in their life, focusing on tax-efficient investments, retirement and estate planning. Myles also prepares detailed long-term cashflow forecasts to help his clients understand how their wealth can shape their future and enjoys providing the reassurance that people can achieve their goals.

Ben Shaw

Senior financial planner

Ben Shaw

Senior financial planner

Cambridge

Ben joined Rathbones Financial Planning in 2017 and is a Fellow of the Personal Finance Society. He passionately believes in the value of tailored holistic financial planning and working with clients to help them achieve their lifetime objectives. Ben advises clients across a broad range of areas including wealth preservation, investment structuring, retirement planning as well as succession and inheritance tax planning. He takes a proactive approach to ensure clients are reassured that they are making the right decisions with their wealth.

Ben graduated from the University of York in 2009 with a BSc (Hons) in Environment, Economics and Ecology. Ben also has a Masters from the University of Leeds in Engineering Geology. He previously worked as an Environmental Manager on large national infrastructure projects before moving to Rathbones to pursue a career within Financial Planning.

Ben joined Rathbones Financial Planning in 2017 and is a Fellow of the Personal Finance Society. He passionately believes in the value of tailored holistic financial planning and working with clients to help them achieve their lifetime objectives. Ben advises clients across a broad range of areas including wealth preservation, investment structuring, retirement planning as well as succession and inheritance tax planning. He takes a proactive approach to ensure clients are reassured that they are making the right decisions with their wealth.

Ben graduated from the University of York in 2009 with a BSc (Hons) in Environment, Economics and Ecology. Ben also has a Masters from the University of Leeds in Engineering Geology. He previously worked as an Environmental Manager on large national infrastructure projects before moving to Rathbones to pursue a career within Financial Planning.

Grant McEwan

Financial planner

Grant McEwan

Financial planner

Glasgow

Grant graduated from Heriot-Watt University in 2014 with a first class degree in Business Management with Marketing. After working for Merck in the pharmaceutical industry, Grant completed the CFA UK’s Investment Management Certificate. In 2016 Grant joined Carbon Financial Partners as a graduate trainee and completed the Diploma in Regulated Financial Planning in 2017. Since joining Rathbones in 2018 as a client service executive, he passed the CII Advanced Diploma in Financial Planning and was later promoted to financial planning assistant. Grant then became a financial planner at Rathbones after completing our internal training programme and he now provides holistic financial planning to clients looking for answers to ‘big picture’ questions often concerning retirement goals, intergenerational wealth planning and protection needs. Grant is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society.

Grant graduated from Heriot-Watt University in 2014 with a first class degree in Business Management with Marketing. After working for Merck in the pharmaceutical industry, Grant completed the CFA UK’s Investment Management Certificate. In 2016 Grant joined Carbon Financial Partners as a graduate trainee and completed the Diploma in Regulated Financial Planning in 2017. Since joining Rathbones in 2018 as a client service executive, he passed the CII Advanced Diploma in Financial Planning and was later promoted to financial planning assistant. Grant then became a financial planner at Rathbones after completing our internal training programme and he now provides holistic financial planning to clients looking for answers to ‘big picture’ questions often concerning retirement goals, intergenerational wealth planning and protection needs. Grant is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society.

Laura Dempsey

Financial planner

Laura Dempsey

Financial planner

London

Laura is a financial planner based in the London office. She joined Rathbones in 2017, with over 10 years’ experience in the industry. She has previously worked for a number of large financial institutions including Canada Life and Succession Group.

Laura holds Chartered Financial Planner status and is an associate member of the Personal Finance Society. She specialises in providing holistic financial planning to a wide range of clients, advising on matters such as income and asset structuring, retirement planning and estate planning. Laura’s aim is to understand what is truly important to her clients, and to help them achieve their goals, ultimately providing them with peace of mind over their finances and future. 

Laura is a financial planner based in the London office. She joined Rathbones in 2017, with over 10 years’ experience in the industry. She has previously worked for a number of large financial institutions including Canada Life and Succession Group.

Laura holds Chartered Financial Planner status and is an associate member of the Personal Finance Society. She specialises in providing holistic financial planning to a wide range of clients, advising on matters such as income and asset structuring, retirement planning and estate planning. Laura’s aim is to understand what is truly important to her clients, and to help them achieve their goals, ultimately providing them with peace of mind over their finances and future. 

Alanah Fleming

Financial planner

Alanah Fleming

Financial planner

Glasgow

Alanah joined Rathbones in 2015 and has over 11 years’ experience in the industry having previously worked for Brewin Dolphin.  

She holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society.  She is also studying towards the Internationally recognised Financial planner TM certification from the Chartered Institute of Securities and Investment.  

Alanah is passionate about proving a holistic financial planning service including matters such as tax planning, Retirement income planning, Inheritance tax and estate planning.  

Alanah joined Rathbones in 2015 and has over 11 years’ experience in the industry having previously worked for Brewin Dolphin.  

She holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society.  She is also studying towards the Internationally recognised Financial planner TM certification from the Chartered Institute of Securities and Investment.  

Alanah is passionate about proving a holistic financial planning service including matters such as tax planning, Retirement income planning, Inheritance tax and estate planning.  

Paul Sayers

Financial planning director

Paul Sayers

Financial planning director

London

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.

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.

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