Mark Wheeldon

Our people

Assistant Director

“My favourite part of being an Investment Manager is working alongside Advisers to give clients peace of mind and a reliable service. Advisers trust us to manage investments on behalf of their underlying clients and it is a privilege to be given that responsibility”

Mark joined RBC Brewin Dolphin in 2012 and is an Assistant Director and Investment Manager. He works in the office’s Intermediaries team, looking after the investment portfolios of clients of independent financial advisers (IFAs).

As part of this role, he regularly meets with his IFA partners and their underlying clients to ensure the smooth running of the relationships. He is proud of building up a strong network of IFAs in the region and the quality of service the Intermediaries team provides them with.

Mark began his financial services career in 2011 as a Pensions Administrator at Nottingham based Talbot & Muir before joining RBC Brewin Dolphin in its Stoke office as a Trainee Investment Manager. He then moved to the Nottingham office, becoming a Portfolio Manager before joining the Intermediaries team in 2016. He became an Assistant Director in 2021 and is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Contact Mark Wheeldon