“Helping out clients is very rewarding, especially when they have difficult circumstances or problems. You can see that they really appreciate it and those moments are always good.”
- Locations
- Marlborough
Gareth is a Director in our Marlborough office. He has also been the Head of the Intermediaries team in the office since 2020. He manages the investments of independent financial advisers’ clients, as well as charities and private individuals.
He specialises in Court of Protection, helping people who have lost the capacity make their own financial decisions. He also deals with bespoke retirement planning, building portfolios for clients who have specific income needs when they are in retirement.
Gareth’s early career included him working as an Assistant Accountant at the BBC in 2004. He then joined our Cheltenham office in 2006 as an Investment Management Assistant. He moved to Hargreave Hale in 2015, where he helped to develop their Intermediaries team, returning to RBC Brewin Dolphin in 2018. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.