Chris joined our Newcastle office in 2017 as a Financial Planner. He is responsible for the complex wealth planning matters of private individuals and their families from all walks of life. He is proud of being approachable and is keen to meet any budding new clients over a coffee.
He has specialist expertise in helping guide entrepreneurs through their business journey, as well as an exit or other value realisation event. Chris likes to begin these relationships at an early stage of an entrepreneur’s career, helping with cashflow management, financial modelling and succession planning. He is also part of the Compensation Management team, working closely with professional deputies to help clients who have suffered from personal injury or clinical negligence.
Before joining RBC Brewin Dolphin Chris spent 10 years at HSBC advising high-net-worth clients on wealth management, retirement planning, inheritance tax and trust planning. He is a Member of the Chartered Insurance Institute and the Personal Finance Society.