Our people

Robert has over 25 years’ experience in the finance industry and supports our Investment Managers in all aspects of the business, including client administration. He is an associate member of the Chartered Institute for Securities and Investment and joined Rathbones in 2011.

Claire joined Rathbones in 2021, initially working in the Chichester office, as a Client Service Executive. More recently Claire has moved to the Guildford office.

Claire has worked in the financial services industry for over 20 years, and started her career at Lloyds TSB, providing administrative support to both clients and Investment Directors. In October 2023 Claire obtained the CISI Introduction to Securities and investments qualification.

Claire lives in Chichester with her husband and 2 teenage children. She enjoys travelling to Spain to see family and spending time with friends and family.

Connor joined Rathbones in 2024 and is a Financial Planner, supporting private clients with personalised financial planning to help them achieve their long-term goals. He has been working in financial planning since 2019, developing his skills and knowledge through roles focused on investment planning, retirement strategy, and estate planning. Before joining Rathbones, he worked at a regional Wealth firm in Henley-On-Thames where he managed a wide range of client relationships.

Connor holds a degree in Business with Sports Science from the University of Oxford Brookes and Diploma in Regulated Financial Planning. He is currently studying towards Chartered Financial Planner status.

Connor enjoys his downtime gardening on his allotment, playing rugby for National 1 team Rams RFC, and travelling to experience local food, drink and culture. He also enjoys cooking, baking, and walking his whippet Twiggy with girlfriend Amber.

Jess works closely with James Blosse-Lynch and David Parsons, managing discretionary multi-asset investment portfolios for a variety of private clients, trusts, charities, and pensions.  She joined Rathbones in 2023, having previously worked as a financial planner and portfolio manager at Saunderson House.
Jess is a Chartered Wealth Manager (CISI), a Chartered Financial Planner (APFS), and holds the CFA Diploma in Investment Management (ESG). She graduated in 2014 with a BA (Hons) degree in Economics and Politics (2:1) from the University of Sheffield.

Cheryl joined Rathbones in 2022 and has over 11 years’ experience in the industry having previously worked for the multi-family office Stonehage Fleming and LGT Wealth Management. Outside of Financial Planning, she has previous experience working as a Detective in the Metropolitan Police and currently volunteers for the RNLI.

Cheryl holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society. She was a finalist for Financial Planner of the Year - Scotland & NI in the Women in Financial Advice Awards 2024.

Cheryl is passionate about proving a holistic Financial Planning service to a broad spectrum of UK based private clients and families on matters including tax efficient structuring, pension planning, Inheritance Tax mitigation and intergenerational wealth transfer.

Carolyn is a Senior Investment Analyst for equity investments at Greenbank. She joined Greenbank in June 2024 and has over twenty years’ experience as both an equity analyst and an ESG analyst. She worked for blue-chip banks including Cazenove, Citigroup, UBS, and Deutsche Bank, before switching focus to Sustainable Investments. She then joined Newton Investment Management as an ESG analyst, before moving to join the sustainable investment team at T Rowe Price. Carolyn holds an MA (Cantab) in Economics from Cambridge University, and the CFA Certificate in ESG Investing. 

Niall graduated from Heriot Watt University, Edinburgh with an MA in Finance & Business Law in 2015, before relocating to London to begin his career in Financial Services. Returning to Belfast in 2017, Niall completed his Diploma in Regulated Financial Planning via the CII in 2019 and is currently working towards Chartered Financial Planner status via the CISI.

Niall joined the Financial Planning Team at Rathbones in December 2024. In his spare time, he enjoys travelling and socialising with friends & family. He is also a keen sailor, having previously competed in the Clipper Round the World Yacht Race.

Paul has 20 years of experience in the financial services industry and has achieved Chartered status. Paul is passionate about helping clients meet their financial planning goals as tax efficiently as possible and specialises in retirement and estate planning. Outside of his professional life, Paul enjoys spending time with his family, taking long walks with his Cocker Spaniel, Mona, running, swimming and trips away whenever possible.

Dianne joined Rathbones as office manager in November 2014 having worked at Barclays Wealth & Investment Management (formerly Gerrard Investment Management) for 14 years where she was an assistant vice president managing the office and the private banking executives.

Prior to that, Dianne worked at Armstrong Watson Accountants in Carlisle for over 10 years as office administration manager in the Investment Management division before moving to the North-East in 1998.

Marcus joined Rathbones in Newcastle in 2024, and works as an Investment Director specialising in advising and managing portfolios for individuals and their families both in the north east and in London.

Marcus graduated from Newcastle University in 2000 before moving to London to work for Brewin Dolphin, a position he held for 9 years. Marcus then moved to become a Client Advisor for UBS Wealth Management in London where he remained for 13 years, before relocating to take the Head of Office role at UBS in Newcastle.

Marcus holds the Chartered Institute of Securities and Investment (CISI) Diploma and is a CFA Charterholder.

Marc specialises in providing wealth management advice to high net worth and ultra-high net worth clients, previously specialising in entrepreneurs and business owners. Marc works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple, and work across generations. As such, Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.

Marc started his financial career in 2011 at Goldman Sachs in Sales & Trading management covering Equities and Equity Derivatives before moving to Barclays Private Bank. At Barclays, Marc worked in Sales Management and directly with clients, latterly running the Midlands Region for Barclays Private Bank. Marc was named Private Banker of the Year at the City Wealth Future Leaders awards in 2022 and is a Chartered Fellow of the Chartered Institute of Securities and Investment.

Marc joined Investec Wealth & Investment in 2023 with a focus on providing strategic wealth management to HNW clients and he works closely with Investec Bank to offer a full, universal banking service to clients.

Michal Hall joined Rathbones in 2025 as a Paraplanner based in the Guildford office. She works closely with Financial Planners and the Wealth Administration team to produce tailored financial reports for clients. Michal began her career in South Africa, where she spent a decade developing her expertise in Paraplanning before relocating to the UK two years ago to continue in the profession. She holds a BSc Hons in Mathematics from the University of York (UK), a Postgraduate Diploma in Financial Planning from the University of the Free State (SA), and a Level 4 Diploma in Investment Advice from the CISI (UK). 

Michal is also a Certified Financial Planner™ professional, reflecting her commitment to high standards and technical excellence in financial planning.