“I am dedicated to building and preserving wealth for my clients, providing personalised strategies to help them achieve their long-term financial objectives with confidence.”
- Locations
- Birmingham
John is an Investment Manager in the Birmingham office with nearly twenty years of experience in financial services. He is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities & Investment. He holds a degree in Accounting and Economics, as well as an MSc in International Business Economics. Keen on responsible and ethical investing, John has recently earned the CFA Institute Certificate in ESG Investing. When not at work, he enjoys gardening, cooking, cricket, and spending time with his young family.
At RBC Brewin Dolphin, John supports private clients, business owners, and entrepreneurs, enabling them to access investment management and broader company services. He delivers personal investment advice to these individuals to help them achieve their financial goals, supporting their wider family future needs and succession planning. With his deep understanding of the markets, along with his ability to construct customised portfolios, John enjoys building strong relationships with clients and working together to achieve their financial goals.