“The best moments are when clients say they enjoy working with me. It is very satisfying to know that I am helping to give them a comfortable level of financial security.”
- Locations
- Bristol, Cheltenham
Charlie joined RBC Brewin Dolphin in 2012 and is an Investment Manager in the Bristol office. He works as part of a team that provides wealth management services to clients with an element of financial complexity.
This involves managing bespoke investment portfolios for mainly multigenerational families and business owners. He has a strong interest in responsible investing, reflecting growing interest from his clients especially those from the younger generation.
His clients want an expert and bespoke service, with independent investment thinking, that helps them achieve their long term financial goals. He has a thorough knowledge of private client investment management and has developed enduring relationships with his clients over the years.