Personal approach to wealth management  

July 18, 2018

Rathbones carries the torch for holistic wealth management in the North East

As Rathbones celebrates five years since establishing its Newcastle office, its financial planning team continues to thrive by focussing on their clients’ needs.

Financial planning directors Kirstie McKeown and Chris Bartlett have been instrumental in building Rathbones’ service offering on Tyneside.

Kirstie joined Rathbones in 2013 and Chris shortly after in 2015. Working closely with the rest of the Rathbones team across their client relationships, they have been delivering a holistic wealth management service that has grown in large part through word of mouth.

Kirstie joined Rathbones after 25 years at Lloyds Bank. “You have to put people and their lives at the heart of what we do,” says Kirstie, who was drawn to

Rathbones because the firm understands that success comes from not only long lasting relationships, but also from being part of the fabric of the business community.’

Kirstie’s strong belief in supporting the community around her has included her fundraising for a local Scout group, which was acknowledged by her having the privilege of being part of the Olympic torch relay in 2012.

In 2017, Rathbones also became a family affair when her daughter joined the business in the Liverpool office, under its Apprenticeship programme.

Kirstie has had the opportunity to work with numerous different types of clients, but she feels that “most people have similar motivations in life. They want health and happiness for themselves and their family and good financial planning should be part of this”.

There is no typical client for Kirstie, who has found that the diversity of opportunity at Rathbones gives her the confidence that she will be able to develop her career further.

Having already become a Fellow of the Personal Finance Society, Kirstie has also increased her skills further gaining accreditation from the Society of Trust and Estate Practitioners. This additional knowledge has proved valuable with clients who now come to a Rathbones office that is growing its reputation in the local economy.

Chris, who began his career in financial services almost 20 years ago, likens financial planning to running a marathon – something he also enjoys doing in his spare time.

He reflects: “Like life in general, financial planning is not a sprint and planning ahead is vital if you do not want to hit a brick wall.”

Being part of the running community has proved an important way with trying to keep healthy as part of a busy life of work and family (2018 has been a busy year of university applications and A levels in the Bartlett household), and although Chris will never be at the front of the Great North Run or the local parkrun, he hopes that he will be able to give something back to the sport later in 2018 by undertaking the Leadership in Running Fitness course with England Athletics.

Chris previously worked for a local independent financial adviser and, like Kirstie, is a Fellow of the Personal Finance Society.

In 2017 he gained a distinction in his Masters Degree in Financial Planning and Business Management.

Both Kirstie and Chris feel that being as highly qualified as possible with complementary qualifications from other team members will bring the best advice to clients within the office.

There are plenty of future challenges in financial planning for the Rathbones office to deal with in the coming years. Kirstie and Chris are both focused on how in a digital age financial planning advice is best delivered, and have been able to develop a team in Newcastle that can support clients.

Kirstie says: “The best outcomes for clients will come from strong working relationships between financial planners and investment managers.

“Having the integrated office, with clear team goals, is making a real difference in how we work and highlighting Rathbones as a permanent fixture in the Newcastle business scene.”

Disclaimer: Rathbone Investment Management Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered office: Port of Liverpool Building, Pier Head, Liverpool L3 1NW. Registered in England No. 1448919. Rathbone Investment Management Limited is part of Rathbone Brothers Plc. Head office: 8 Finsbury Circus, London EC2M 7AZ.

Rathbones  
www.rathbones.com

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