Cheryl joined RBC Brewin Dolphin in 2014 and is a Business Development Manager in the London office. She works exclusively in partnership with Intermediary clients, assisting them in providing their clients with tailored discretionary investment solutions, delivering exceptional service in the London and Essex areas.
Intermediary clients will have access to our managed portfolio services or our bespoke, discretionary managed services. The role also includes onboarding new clients and managing ongoing relationships with intermediaries and RBC Brewin Dolphin’s Investment Management team.
Cheryl, who is a member of the Chartered Insurance Institute and the Chartered Institute for Securities & Investment (CISI), has worked in the financial services sector for 30 years, focusing on the protection and employee benefits market. She joined RBC Brewin Dolphin to provide full sales support to two Business Development Managers. She also has the CISI Level 3 Certificate in Investment Operations.