Invest well. Live well. Expert views

Chris Kennedy has spent almost two decades advising some of the UK’s highest-earning professionals: partners at City law firms, barristers, and senior accountants. He’s spent his career helping people who are good at earning money to keep, grow, and eventually pass on their wealth.

A natural saver who grew up understanding the value of financial discipline, Chris, who’s based in London, helps clients find answers to the questions that matter most: how much is enough, when to stop working, and what ‘living well’ actually costs.

Matthew Woodrow, Head of Wealth, London and Cambridge, leads a team of more than 500, responsible for investment management and financial planning for more than £40bn in assets. It includes specialist teams covering client groups such as charities, private clients, financial advisers, business owners, and Court of Protection clients.

He joined Investec in 2011 as a Senior Investment Director and has spent his career building bespoke portfolios.

A committed traveller and endurance athlete – he’s completed the Marathon des Sables across the Moroccan Sahara. Matthew has a clear-eyed view of what investing well is for: not an end in itself, but for living well by giving him the freedom to choose.

Matthew talks about the biggest challenges his clients face when trying to live well, including changes to inheritance rules.

Faye Church is a Chartered and Certified Financial Planner who helps clients make informed decisions about their wealth, both now and for the future.

Her clients include entrepreneurs, trustees, and partners of professional firms, and a wide variety of other individuals and families. She’s passionate about helping clients use their wealth to provide security, create opportunities and live the lives they want, while supporting future generations to do the same.

Alongside her client work, Faye is Head of Rathbones' Guildford office and Financial Planning Lead for the South, where she plays a key role in developing financial planning and supporting planning teams across the region.

Hamish Barton, Senior Investment Director at Rathbones, shares his approach to financial planning, retirement, and how clients want their children and grandchildren to prosper. Hamish is based in London. He joined following the integration with Investec Wealth & Investment, where he spent 16 years building bespoke investment portfolios for private clients. A Certified Chartered Wealth Manager, Hamish works with clients to understand their lives and goals before he considers a single investment. As a father of two young children, he brings a generational perspective to the questions his clients are grappling with and to the ones he’s facing himself.

Michelle leads Rathbones’ Private Office, working with high- and ultra-high-net-worth clients whose wealth needs senior, coordinated support. She helps clients bring together financial planning, investment management, wealth structuring and specialist expertise, with particular experience in supporting US-connected clients, and families with international or more complex financial circumstances.

Michelle has spent her career helping people with significant wealth navigate the questions that matter most – not just where to invest, but what they’re investing for.

Michelle discusses creating structures for clients that help the next generation thrive.

Harpal Sra is a Senior Investment Director in Rathbones’ London office and one of the UK’s leading specialists in Personal Injury investment management. He advises clients who have received compensation settlements following a catastrophic injury, and their legal representatives, on investment of those funds. Many of these clients are young adults or children, which means taking an extremely long-term view.

He also sits on the Rathbones Exchange-Traded Funds and Passive Investment Committee and is a Chartered Wealth Manager, Chartered Financial Planner, and Chartered FCSI with more than 20 years of experience.

Harpal supports several brain and spinal injury charities as a fundraiser.

For Harpal's clients, living well can mean having the confidence that their financial future is secure, enabling them and their families to focus on what matters most.

Harpal talks about how he helps clients invest for the very long term, to ensure their loved ones have the best possible quality of life.

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