- Locations
- Cardiff
Martin joined RBC Brewin Dolphin in 2014 and is now an Investment Manager in the Adviser Partnership Team, providing discretionary management and relationship management services to independent financial advisers (IFAs).
He has gained strong knowledge around portfolio construction, having previously worked with other teams within the office, managing portfolios for private clients and charities as well. Within his current role, he particularly oversees bespoke portfolios for clients in a ‘decumulation’ phase, such as individuals in retirement.
Martin began his financial services career at RBC Brewin Dolphin after graduating with a first-class degree in accounting and finance from University of South Wales. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.