“What we do well is unlock and understand a client’s financial make-up and then create the best strategic solution to meet their needs.”
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Simon is the Head of 1762 – an exclusive RBC Brewin Dolphin service for clients with more complex requirements. Aside from his leadership role, he provides strategic advice to a small number of high-net-worth clients, trustees and professional introducers.
He is passionate about ensuring the 1762 team provides a rich wealth advisory experience, investment solution choice while driving down total suffered costs.
Simon has been advising private clients for more than two decades. He joined RBC Brewin Dolphin in 2007 from a private bank, and in 2018, in order to offer a more immersive wealth advisory service to clients with more complex needs, he helped found 1762.