“For me, great wealth management starts with understanding people; being open, approachable, and fully invested in what matters to them.”
- Locations
- Exeter
- Phone number
- 01392 440 481
Joe Robson is Wealth Manager in RBC Brewin Dolphin’s Exeter office, where he designs and manages tailored portfolios for private clients, trusts, and corporations. He also works closely with financial advisers, accountants, and solicitors, with a particular focus on supporting entrepreneurs and individuals navigating business exit; helping them structure, manage, and protect their wealth through periods of transition.
Joe began his financial services career in New York in 2014 as a trade support analyst at UBS before moving into UK wealth management. Since joining RBC Brewin Dolphin in 2016, he has built extensive experience supporting senior Investment Managers and working across a broad range of client circumstances. Now firmly established in his role, he takes great pride in managing relationships directly and guiding clients with clarity and confidence.
A Chartered Wealth Manager through the Chartered Institute for Securities & Investment (CISI), Joe is committed to ongoing professional growth and to strengthening the long-term partnerships he builds with clients and professional intermediaries. His goals centre on continuing to enhance the specialist support he offers to business owners and high-achieving professionals, helping them shape a secure and purposeful financial future.