“I act as a friendly guide to help clients get to where they want to be in the short, medium and long-term. It’s about listening and giving my clients confidence.”
- Locations
- Edinburgh
Graeme joined RBC Brewin Dolphin in 2018 and is an Assistant Director in the Edinburgh office. He advises and creates plans for high-net-worth individuals, looking at areas such as estate and retirement planning, pension accumulation and decumulation, investment management and inheritance tax planning.
He is also a strong advocate of cashflow modelling, believing it is a powerful way for clients to better understand their financial direction of travel. He works hard to build long-lasting personal and working relationships with his clients which enhances the service he can provide them with.
Graeme began his financial services career in 2006 as a Sales Quotes Representative at Standard Life. His other roles have included being a Paraplanner at Turcan Connell Asset Management and a Client Manager at Edinburgh Wealth Management Limited. Graeme is a Member of the Chartered Insurance Institute and is a Chartered Financial Planner.