Last Updated: July 22, 2025

I work closely with the financial planning team, putting in place tax-efficient structures for clients, in which their investment portfolios can be managed. I also work with our intermediary team, helping financial advisers to improve the efficiency of their businesses through our discretionary fund management service.

Last Updated: July 22, 2025

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.

Last Updated: July 22, 2025

Natalya is an assistant investment manager in our Exeter office supporting the team in the management of private client, trust, company and charity investment portfolios. She works closely with a number of professional advisers providing reliable and accurate assistance on behalf of their clients. Natalya holds the Investment Advice Diploma and is an Associate Member of the Chartered Institute for Securities and Investment. She joined Rathbones in 2008.

Last Updated: August 6, 2025

As part of the fund management team, I have discretionary investment management responsibilities for a range of client portfolios. I have a particular focus on implementing investment strategies for charities, where I construct and manage bespoke portfolios to meet each charity's individual requirements. I also work closely with colleagues in the research team to identify suitable investments for inclusion in portfolios, which ensures the best possible outcomes for my clients.

Last Updated: July 22, 2025

I manage bespoke portfolios for private clients, trusts and charities, on both a discretionary and advisory basis, and have significant experience of investment with ISAs, SIPPS and offshore vehicles. Our clients often remain with us for many years, resulting in managing multiple generations of families.

Last Updated: July 22, 2025

I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.

Last Updated: July 22, 2025

I'm an experienced investment manager, specialising in asset allocation and UK stock selection.

Last Updated: July 22, 2025

I work closely with Max Richardson to provide bespoke wealth planning solutions for high net worth private clients and their families. I manage portfolios for private individuals, companies, personal pensions and charities. Building a detailed understanding of your personal circumstances and current position is at the heart of what we do. Together we will align your needs, values and your personal goals to give you a holistic picture of your overall finances and how we can achieve your objectives.

Last Updated: July 22, 2025

Darin started with Rathbones in 1992 after a period of time in the International Petroleum Exchange. He had a number of roles within Rathbones before joining the team as an assistant investment manager. He has been part of the team since 1995. Darin is fully qualified and is a Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

Christopher is an investment director at Greenbank, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He is a chartered fellow of the Chartered Institute for Securities and Investment and was the recipient of the Overall Chartered Institute of Securities and Investment Masters in Wealth Management Award for 2010. Christopher has been with Rathbones since 2008 and was previously at Hargreaves Lansdown and is a graduate of Bristol University.

Last Updated: July 22, 2025

I work closely with two of the investment directors in the Birmingham office to support them in the construction and management of bespoke investment portfolios for a range of private individuals, intermediaries, corporates, trusts and charities. Alongside building on relationships with our existing clients, my role includes regularly monitoring portfolios to ensure they remain suitable for each individual’s objectives and developing new investment ideas.

Last Updated: July 22, 2025

My primary role is to help my clients plan for and achieve their long term financial goals. I work in conjunction with financial advisers as well as other professionals to ensure that the structure is tax efficient and delivers what the client needs. I then put together a suitable investment structure and monitor this on an ongoing basis. Some of the frequent structures I help with include retirement planning, inheritance tax planning and tax efficient investments such as ISA's, as well as trusts and company investments.