Francis is a Divisional Director and an Investment Manager in our Exeter office. He manages the relationships and portfolios of direct private clients, as well as working with solicitors and accountants to manage the investments of their clients.
He finds it rewarding to build relationships with multiple generations of the same family. It shows the level of trust and respect that his clients have for him, as they are happy to pass him on to their children.
His career started in the City in the 1990s, where he worked for investment banks dealing with institutions. He then moved into the private client sphere when he joined RBC Brewin Dolphin’s Taunton office in 2008 as an Investment Manager, joining the Exeter office in 2015. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and is a Parish Councillor.