Neil joined RBC Brewin Dolphin in 2015 and is an Associate Investment Manager in the Plymouth, Exeter and Truro offices. He creates and manages bespoke investment portfolios for a wide range of private clients including individuals, trusts and the clients of independent financial advisers.
He started his career in financial services in 2008 with a local Independent Financial Adviser and has extensive experience in financial planning, working for a few local firms in the South West, most recently Gilbert Stephens Financial Planning. Neil joined RBC Brewin Dolphin’s financial planning team as a Paraplanner, before switching specialisms to investment management in 2016. Recently he moved from Portfolio Manager where he provided dedicated support to two of our Senior Investment Managers, to an Associate Investment Manager in 2022, where he now looks after his own clients.
He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), as well as holding the Diploma in Regulated Financial Planning (DipPFS) and the Certificate in Discretionary Management (CertDM) through the Chartered Insurance Institute (CII).