“Around 90% of people either worry, stress or don’t even want to think about their finances, so it’s great to be able to provide them with the advice and planning they need.”
- Locations
- London
- Phone number
- 020 3201 3227
Conor joined the Brewin Dolphin 1762 team in 2020 and is a Wealth Executive. He assists Wealth Directors in creating and implementing financial plans for ultra-high net-worth clients. This also involves helping to give advice on investments, pensions, estate planning and inheritance tax issues.
Conor began his financial services career at RBC Brewin Dolphin 2015 within the finance department in the City office. He then transitioned to a Financial Planning Assistant role in 2018 and in 2020 joined the 1762 team, which supports clients with complex requirements. He holds a diploma in regulated financial planning from the Chartered Insurance Institute and is a member of the Personal Finance Society. He is currently working towards his advanced diploma with the aim of being a Chartered Financial Planner.