“My focus has always been on making connections with clients. It is about relating with them and understanding their needs and concerns. It is a powerful part of the role.”
- Locations
- Exeter
Bryan is an Investment Manager in the Exeter office, where he heads up one of the PrivateClient teams. He manages bespoke multi-asset class investment portfolios for a wide variety ofprivate clients and trusts but also, clients of professional intermediaries including independentfinancial advisers and solicitors.
He is proud of the close personal and professional relationships he has developed with clients,helping them to meet their financial goals and always being on hand to provide guidance and support during more difficult moments in their lives, either related to changes in their financial or personal circumstances.
Bryan started his investment management career in 1998 with Rensburg Sheppards in Sheffield and joined RBC Brewin Dolphin in 2008 and has played an important role in helping grow the Exeteroffice in the years since. He is a Chartered Fellow of the Chartered Institute for Securities &Investment.