“There is sometimes a perception from prospective clients that they are not wealthy enough to be looked after by RBC Brewin Dolphin. The reality is that we have a range of services to help everyone and anyone to enable planning to meet their financial aims and objectives. We work closely with them to take away worry over their finances.”
- Locations
- London, City
David joined RBCBrewin Dolphin in 1998 and is Head of Financial Planning for London and the Southeast. He advises private clients across a wide range of financial planning areas, such as tax-efficient investment, pensions and retirement planning, investment planning, inheritance tax planning, trusts and offshore investment.
He is proud of the personal relationships he has built with his clients over the long-term, guiding them through to major life events such as retirement and beyond. He knows that each client is unique and is determined that they all achieve their financial goals.
David has worked for RBC Brewin Dolphin his whole professional career and has helped cement the key role of financial planning in the business over recent years. He holds the Advanced Diploma in Financial Planning and is a Chartered Financial Planner. He is also a Chartered Member of the Chartered Institute for Securities & Investment.