“There is no us and them at RBC Brewin Dolphin. Our investment managers see the huge need for financial planning and the expertise we can put to work to help their clients preserve their wealth.”
- Locations
- Penrith
John joined RBC Brewin Dolphin in 2012 and is responsible for providing high-net-worth clients with holistic financial planning advice to preserve their wealth. He specialises in inheritance tax and retirement planning for private clients and trusts. In addition, he has developed expertise in Power of Attorney and supporting vulnerable clients such as the recently bereaved.
John began his career at Midland Bank in 1980 before moving to Prudential in 1983. He then had roles as an independent financial adviser at HSBC, where he provided financial advice to SMEs, and the Clydesdale Bank where he advised high-net-worth clients and businesses. John is a Chartered Member of the Institute of Financial Services and was among the first to sit and pass the Level 6 Diploma in Financial Advice.