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James began his Financial Planning career in 2018. He has a variety of responsibilities within the team which include; modelling our client cash-flow plans, preparing for annual review meetings, drafting less complex pieces of written advice and organising our client work flow.

James graduated with first class honours in Agri-Business Management from the University of Newcastle. He holds the Diploma in Regulated Financial Planning and is working to towards becoming a Chartered Financial Planner. 

Joe joined Rathbones at the start of 2021 and has obtained the Diploma of Regulated Financial Planning.  He graduated in 2016 from Queen Mary with a BSc in Economics, Finance and Management. Before working at Rathbones, he was a Trainee Financial Adviser at Vintage Wealth Management where he initially worked in administrative roles before paraplanning.

Rahab is the Sustainable Multi-Asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolios. She joined Rathbones in 2021, having worked previously as a Junior Responsible Investment Specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a CFA Charterholder.