“It’s about building up relationships with clients. I’ve got many that I have known for 40 years now but it is equally as satisfying bringing in a new client who we can help. My life has been about dealing with people.”
- Locations
- Shrewsbury
Brian joined RBC Brewin Dolphin in 2010 and is an Investment Manager in our Shrewsbury office. He manages portfolios for a range of private and intermediary clients on an advisory and discretionary basis. This includes individuals, ISAs, trusts, offshore bonds and private pension funds.
He also carries out a hybrid liaison role working closely with the Intermediaries team, focusing primarily on generating new business and maintaining strong long-term relationships with their independent financial adviser (IFA) clients.
Brian began his financial services career in 1982 at Tilney Investment Management which was then taken over by Deutsche Bank Private Wealth Management. He became a Director whilst there, before moving to RBC Brewin Dolphin. He is proud of building the IFA business in our Shrewsbury office. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.