Chris is anInvestment Manager based in our Exeter office. He is part of RBC Brewin Dolphin’s Adviser Partnership team in the South West, working with independent financial advisers (IFAs) to help grow the wealth of their clients by carrying out the day-to-day management of their investment portfolios.
He also provides the IFAs with ongoing communication and addresses any queries they might have. He currently works alongside two investment managers within the office, but he is soon to take on his own book of clients.
Chris joined RBC Brewin Dolphin straight from university in 2015. He initially had an administrative role, before becoming more client facing and taking on his current role in 2017. He is a Chartered Wealth Manager through the Chartered Institute for Securities & Investment (CISI), having achieved the highest mark in one of the papers for this. He is in the process of becoming a Chartered Fellow of the CISI.