“I love being of service and helping people achieve their investment aspirations. And the pleasing thing about being at RBC Brewin for quite a long time is that you work with people over the years and help them reach their goals.”
- Locations
- London, City
Charles is an Investment Manager who has worked at RBC Brewin Dolphin for 18 years. He specialises in managing multi-asset class portfolios for private clients, trusts and charities, and incorporating tax-wrapped portfolios such as SIPPs and ISAs.
Charles is proud of the way the company has evolved and particularly how it offers advice to people from all walks of life, giving them opportunities they might not otherwise have had.
He began his financial services career when he joined RBC Brewin Dolphin in 2004 after obtaining a degree in politics and economics from Newcastle University. He gained valuable experience in the research department, focusing on the mining and chemicals sectors, before moving into wealth management. He is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investments.