“I like having that face-to-face interaction with clients and being able to see first-hand how we are helping them.”
- Locations
- Exeter
Chris is an Investment Manager based in our Exeter office. He is an integral part of RBC Brewin Dolphin’s Adviser Partnership team in the Southwest, working with independent financial advisers (IFAs) to help their clients meet a wide range of financial objectives.
Working alongside two investment managers within the office, he has developed considerable experience and is now managing his own relationships and becoming a specialist in the retirement income and decumulation space. He also provides the IFAs with ongoing communication whilst looking to address any queries they might have.
Chris joined RBC Brewin Dolphin straight from university in 2015. He initially had an administrative role, before becoming more client facing and then an Investment Manager. 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 has also recently attained a qualification in Data Analysis/Science from Multiverse.