“It is really satisfying seeing portfolios grow over the years. We want our clients to be happy.”
- Locations
- Leeds
- Phone number
- 0113 241 0117
Martin joined the RBC Brewin Dolphin Leeds office in 1991 and is a Senior Investment Manager. He heads the Leeds Adviser Partnership team which offers investment management solutions to Independent Financial Planners, including GIA’s, ISA’s, SIPP’s, SSAS’s and Offshore Bonds.
He specialises in relationship management regularly meeting IFAs and their underlying clients who are primarily private individuals and families. This includes undertaking annual reviews with the clients about their portfolio and whether its performance has met expectations.
Martin began his investment management career in 1979 with a stockbroking firm in Nottingham before joining Wise Speke in 1991. It was then acquired by RBC Brewin Dolphin in 1994. He is a Chartered Wealth Manager and a member of the CISI.