“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 is a Wealth Manager at RBC Brewin Dolphin, providing bespoke wealth management for clients with complex financial needs.
He helps clients navigate important financial decisions and align their investments with long term goals, offering clear, independent advice and building trusted relationships that span generations.
As the office specialist for charities, Charlie works closely with boards and leadership teams on governance, regulatory compliance, and reserves strategies. His focus is on giving them the clarity and confidence to manage their investments effectively, so they can concentrate on delivering their charitable mission.