“I love interacting with my clients and getting to know them personally. It’s about being friendly, personable and caring.”
- Locations
- Exeter
- Phone number
- 01392 440 481
Joe joined RBC Brewin Dolphin in 2016 and is anInvestment Manager in the Exeter office. He manages and constructs investment portfolios for private individuals, trusts and corporations.
He also works closely with professional intermediaries including independent financial advisers, accountants and solicitors. He has gained extensive experience supporting two senior Investment Managers and is now very proud to be managing the relationships of his own clients and helping them to achieve their financial goals.
Joe began his financial services career in New York as a trade support analyst at UBS in 2014 before joining RBC Brewin Dolphin as a Trainee Investment Manager and progressing to his current role in 2021. He is a Chartered Wealth Manager through the Chartered Institute for Securities & Investment (CISI).