“The most rewarding part of my role is helping people move closer to their goal; whether that’s securing their future, supporting their family, or simply finding peace of mind.”
- Locations
- Exeter
Alex is a Wealth Manager in RBC Brewin Dolphin’s Exeter office, where he focuses on building and managing portfolios for a wide range of clients. He works closely with private individuals, business owners, farming families and professional intermediaries, delivering investment strategies designed to support their long-term objectives. He also manages portfolios for trusts, charities and pensions, ensuring each is aligned with the unique needs of those he represents.
His career in financial services began in 2007 at Hargreaves Lansdown, where he progressed from Trainee Stockbroker to Senior Equity Dealer. He went on to join Seven Investment Management in 2014, gaining valuable experience working across both retail and institutional trading desks in the City of London. Alex brought this blend of technical expertise and client-focused insight to RBC Brewin Dolphin in 2017.
Today, Alex is a Chartered Wealth Manager with a strong commitment to thoughtful, long-term portfolio construction and high-quality client service. He aims to help clients make confident decisions about their wealth, build lasting relationships with professional advisers, and continue developing his expertise in an ever-evolving investment landscape.