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David Nelson Email Address

abcdefghij@rathbones.com

Job Title

Financial Planning Director

Company
Rathbones

Rathbones is a financial services company which specializes in discretionary investment management, charity investment management, ethical investment management.

Bio

Our client work is varied although the vast majority of our clients share a common objective which is to support their lifestyles (following the end of their earning years) and pass on their wealth to the next generation in a controlled and responsible way. We find the vast majority of our new clients had been ‘under advised’ for many years without realising the damage it could be doing them. Our whole financial system profits on the apathy of individuals and no regulator can protect against missed planning opportunities. We provide a full breakdown of all fees in advance of us engaging with a new client and do not charge for initial meetings. You may contact me on 07917 241 307.

Last University
Chartered Insurance Institute
Location
Based in London, England, United Kingdom.

Other people working at Rathbones:

Richard NichollsFinancial Planning Director FPFS
Philip Baker Apfs McsiChartered Financial Planner
John BillingTrust Manager
Alexandra Pike**********@rathbones.com
Melanie WotherspoonHead of Professional Intermediary Business Development
Rupert BaronGeneral Manager
John DavidHead of Rathbone Greenbank Investments
Tim FordInvestment Director
Alan MartinInvestment Director
Leah RonayneAssistant Investment Manager
Ben HaymerPrivate Client Manager
Carole GibsonLearning and Development Director
Nicholas Roe Ely**********@rathbones.com
Chris WanlessAssociate Director International Business Development
Philip HowellChief Executive Officer
Richard DawsonRegional Director
Shelly ChaddaInvestor Relations Manager
Sophie Boyd-Wallis**********@rathbones.com
Greenbank*********@rathbones.com
Bruce NewbiggingManaging Director
Alfie HayesInvestment Sales Consultant
David CoombsHead of Multi Asset Investments
Lee Wilson**********@rathbones.com
Mark CumminsInformation Technology Programme Manager
Coleman WalkerHead of Marketing Operations and Services

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