“My raison d’être in this job is to help clients and find out what it means for them to manage wealth well. The joy comes from the longevity of service and relationships.”
- Locations
- Plymouth
Chris joined RBC Brewin Dolphin in 2004 and is an Investment Manager in the Plymouth office. He offers a breadth of experience of managing portfolios for private clients, trusts and charities. He also works closely with intermediaries, including independent financial advisors, to help support the management of their clients.
He is proud of building long-term relationships with clients, helping them to reach their financial goals. As part of this he works hard to support clients and their families with intergenerational wealth transfer and builds most of his business from client referrals.
Chris began his financial services career with RBC Brewin Dolphin as a Trainee Stockbroker. He has always worked in investment management and moved to the Plymouth office in 2007, relocating from the company’s Lymington office. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.