Last Updated: October 27, 2025

For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.

Last Updated: November 6, 2025

A plea to the UK government to back investors and entrepreneurs with pro-growth tax, pension, housing, and investment reforms to build prosperity.

Last Updated: November 5, 2025

Tamarin specialises in international portfolio management with expertise across dollar, sterling and euro strategies. She manages bespoke multi-asset portfolios tailored to a wide range of local and international structures including ISAs, SIPPs, trusts, investment companies, charities and offshore bonds.

Last Updated: October 29, 2025

Jamie currently works for a growing team of investment specialists at Rathbones. The team’s aim is to help clients and their families with all their financial needs, with a particular focus on supporting business owners throughout the lifecycle. He has extensive experience managing a wide range of client portfolio types, including trusts, pensions, taxable portfolios, offshore bonds, and corporates. The team advises on tax-efficient investment management for onshore and offshore portfolios, as well as ISA and pension portfolios.

Last Updated: October 31, 2025

Rathbones warns pension tax relief cuts could drain £50bn from UK funds, hurting investment, growth, and future retirement savings.

Last Updated: October 30, 2025

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.

Last Updated: November 7, 2025

Freddie started his career in financial services at the beginning of 2018 when he joined Rathbones. In his role as an Investment Director, he manages client portfolios on behalf of private clients, trusts and pension funds. Freddie particularly enjoys building relationships with his clients, understanding their circumstances and goals to provide an excellent service. Freddie graduated from Queen Mary, University of London with a 2:1 in Mathematics. He is a Chartered Member of the Chartered Institute for Securities and Investment, having passed the Chartered Wealth Manager qualification.