David markets RBC Brewin Dolphin’s investment solutions to intermediary clients, mainly independent financial advisers, across Manchester, Liverpool and the North West region.
The role includes working with new firms, whilst also continuously managing more established intermediary relationships with RBC Brewin Dolphin. David and his colleagues strive to deliver an outstanding level of service to all advisers and their underlying clients, also keeping them regularly updated with our views on the economic outlook and other relevant topics.
Before joining RBC Brewin Dolphin in 2010, David spent 11 years with Zurich Financial Services. Based at our Manchester office, he has very much enjoyed his role helping to grow RBC Brewin Dolphin’s intermediary business across the North West. David has a Diploma in Regulated Financial Planning.