“My main priority is to build a trusted relationship with my clients and aide no matter the task. I will ensure to plan at their pace and make the daunting financial landscape feel simple. I want my clients to be able to enjoy their lives and follow their passions with the comfort that I am at the helm.”
- Locations
- London
- Phone number
- 020 3201 3142
Edward is a Wealth Adviser in our 1762 team, where he looks after the financial planning requirements of high-net-worth individuals with complex financial needs. His focus is on assisting entrepreneurial clients, C-suite clients and their families.
He is passionate about assisting clients on their financial strategy so they can achieve their goals, he will support them with their investments where needed but will focus on allowing his clients to follow their passions and achieve financial freedom. This involves guiding clients to understand what financial freedom means to them, which is something that becomes especially important for entrepreneurs approaching an exit or where a significant liquidity event has occurred.
Edward’s career started in the private banking world joining Barclays in 2010 and latterly joining Arbuthnot Latham in 2018. Edward joined RBC Brewin Dolphin in 2022.