Charles works with independent financial advisers to manage the investments of their clients. He is also Head of the Intermediaries team at our Manchester office, leading new relationship development and informing investment strategy. The Intermediaries team won the Citywire award for Best Discretionary Fund Management Team in the North twice in recent years – an achievement that is testament to the excellent service it provides.
Charles joined RBC Brewin Dolphin in 2007, qualifying as an Investment Manager in 2009. After helping to co-direct the Intermediaries team for several years, he took sole charge in 2021. Charles is a CFA® charterholder and a Chartered Fellow of the Chartered Institute for Securities & Investment.