Kindar joined Rathbones in 2019 with over 20 years’ experience.

Kindar is one of a relatively small number of advisers in the UK to hold both the Chartered Financial Planner designation from the Personal Finance Society and the internationally recognised Certified Financial Planner Certification from the Chartered Institute for Securities and Investment. She is also a qualified financial neutral through Consensus Collaboration Scotland which allows her to act in collaborative divorce cases.

Kindar is very experienced in providing clients with a holistic financial planning service including advice on matters such as tax efficient wealth structuring, retirement income planning, inheritance tax and estate planning. She has a particular interest in cashflow modelling and providing clients with the peace of mind to live their lives the way they want, unburdened by financial worries. Kindar is passionate about the benefits financial planning can offer clients and she truly enjoys being involved in a clients’ financial planning journey and the peace of mind it can bring.

William is a Chartered Financial Planner with the Chartered Insurance Institute, a member of The Society of Trustee and Estate Practitioners and is in the process of becoming a Fellow of the Personal Finance Society. 

He joined Rathbones in 2017, from Lansdown Place Wealth Management, where he spent time advising clients on all aspects of financial planning.

William has experience in providing holistic financial advice to a wide range of individuals, families, trusts and business owners. He helps clients across a broad range of areas including protecting their wealth, investment and retirement planning, and succession and inheritance tax planning.

Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.

Philip previously worked at the Private Bank C. Hoare & Co, joining Rathbones in August 2016. He is a Chartered Financial Planner and a Chartered Member of the Chartered Institute for Securities and Investments.

David is a Chartered Financial Planner and Fellow of the Personal Finance Society. He joined Rathbones in April 2016 from the multi-family office Stonehage Fleming. David began his financial planning career in 2004 and over that time has provided effective counsel to a varied portfolio of wealthy individuals and families. He has a large professional network and works hard to ensure his clients receive the best possible outcomes and ongoing service.

David has been recognised as one the UK’s leading HNW Wealth Managers in the Spear’s 500, is highlighted on the Citywealth Leaders List and earlier in his career was named in Private Client Practitioner’s Top 35 under 35 on three occasions. He was awarded the inaugural Spear’s ‘young turk’ Wealth Manager of the Year title in 2012.

Mike is a senior financial planner, joining Rathbones in 2017 from Lloyds Bank Private Clients. Mike has over 30 years’ experience working in the financial services industry. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society who specialises in providing holistic financial planning to high net worth individuals.

Richard is a graduate of the London School of Economics and has been working within the financial services industry since 2007. Since joining Rathbones in January 2009 he has successfully obtained Chartered status and is now a Fellow of the Personal Finance Society.  Richard provides holistic financial planning to high net worth clients and has extensive knowledge and experience in advising clients on: their pensions and meeting specific retirement objectives; structuring investments to maximise tax efficiency; protecting themselves and their families in the event of death or long-term illness; estate planning and the mitigation of inheritance tax.

Kirstie joined Rathbones in February 2013 to assist in establishing the Newcastle office. Previously she spent over 25 years working for Lloyds Private Banking and Lloyds TSB Independent Financial Advisers. Kirstie is part of the specialist personal injury and Court of Protection team at Rathbones and has advised deputies and trustees in this area for over a decade.

Kirstie qualified as a Chartered Financial Planner in 2007 and became a Fellow of the Personal Finance Society in 2008.  She specialises in the provision of holistic financial planning to high-net-worth individuals.