“We are here to provide trusted advice to clients but also to listen if they need to chat about any financial concerns or worries. I hate bad customer service and go out of my way to give our clients what they deserve and what they pay for.”
- Locations
- Leeds
Craig specialises in managing multi-asset portfolios for private individuals and clients of intermediaries such as independent financial advisors, solicitors and accountants. He is an Investment Manager at our Leeds office where he also develops and manages the office’s work in the Family Law sector.
As well as the day-to-day management of client investment portfolios, Craig’s role involves meeting with family lawyers and explaining how RBC Brewin Dolphin can help the lawyer and their client with their finances as they go through the difficult process of divorce.
Craig began his financial services career in 1997 as a Securities Trader at Halifax Share Dealing before moving to TD Waterhouse in 2000. He then moved to Gerrard Investment Management in York – later Barclays Wealth – as an Investment Manager in 2004. He has worked for RBC Brewin Dolphin since 2007. Craig is a Chartered Wealth Manager and is a Fellow of the Chartered Institute for securities & Investment (CISI).