“We help people on their life journey and aim to meet all their aspirations on the way. I get a lot of joy securing strong and secure client outcomes. It all comes out of a personal conversation.”
- Locations
- Newcastle
Anthony joined RBC Brewin Dolphin in 1999 and is an Investment Manager in the Newcastle office. He manages portfolios for a wide range of clients including private individuals and Trusts from retirees to business professionals.
He has specialist expertise and knowledge in assisting investors who are selling their business and need guidance when positioning their personal wealth following this corporate exit. He also works extensively with families focusing on the transfer, growth and protection of intergenerational wealth. This includes working closely with financial planners in Newcastle, looking at tax efficient products and pension vehicles.
Anthony began his financial services career with RBC Brewin Dolphin straight from Northumbria University where he gained a business degree. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and is a Chartered Wealth Manager.