“It’s about helping our clients through different life events and taking a strong family approach. I’m focused on helping all family generations with their investment goals.”
- Locations
- Edinburgh
Marion joined RBC Brewin Dolphin in 2006 and is a Divisional Director in the Edinburgh office. She manages and constructs portfolios for a range of private clients including individuals, trusts and SIPPS.
She is proud of being friendly and approachable and thus able to build close client relationships. She meets with clients regularly to identify any changes in their financial needs and objectives, such as requiring a steady income in retirement or investment growth. She is especially keen to attract younger clients to help them prepare early for the years ahead.
After University Marion began her financial services career working for National Australia Bank in 1999 before joining RBC Brewin Dolphin as a Trainee Investment Manager in 2006. She is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and holds the CISI Diploma.