“It is important to talk at the client’s level, in their language and make yourself understood. That leads to success.”
- Locations
- Birmingham
David is an Investment Manager in the Birmingham office. He specialises in providing discretionary management services to intermediaries such as independent financial advisers and their underlying clients.
He is proud of helping to establish the Agent Intermediary team in the Birmingham office, providing multi-asset, risk-controlled portfolios for IFA clients incorporating both SIPPs and ISAs. He is proud of the close personal and professional relationships he has developed with his clients.
David began his financial services career in 1987 at stockbroker Roy James & Co. He joined Brewin Dolphin in 2005 to have the necessary scale to offer specialist services to intermediaries. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.