“We are one of the model teams in the intermediary channel, and we have built sound operational and technological processes to deal with a large number of firms. We pride ourselves on the quality of service that we deliver.”
- Locations
- Cardiff
Andy joined the RBC Brewin Dolphin Cardiff office in 2010 and specialises in providing support and investment solutions to independent financial advisers (IFAs) and their clients. He works with them on retirement planning strategies and has expertise in environmental, social and governance (ESG) and ethical investing.
Andy worked for a financial adviser earlier in his career and played a key role in establishing one of our first discretionary fund teams focused on partnering with IFAs, at the Cardiff office.
Andy began his financial career in 2007 working for a financial advisory firm before moving to RBC Brewin Dolphin to help create the discretionary fund team. He became Assistant Director in 2017. Andy is a Chartered Wealth Manager holding the highest Level 7 qualification via the Chartered Institute for Securities & Investment (CISI). He is also a Fellow with the CISI.