“The most enjoyable aspect of my role is problem solving for clients. It’s about working with a client to build a wealth management plan that provides them with the peace of mind that their finances are organised and that they can achieve their financial goals.”
- Locations
- Cambridge
- Phone number
- 01223 455415
Patrick joined RBC Brewin Dolphin in 2016 and is a Wealth Director in our 1762 office. He provides wealth planning and investment advice to high-net-worth, financially complex individuals with varied backgrounds including entrepreneurs, business executives, professionals and those with inherited wealth. His advice covers areas such as tax efficient investing, pensions, estate and retirement planning and investment structuring.
He is also Head of the Cambridge office for RBC Brewin Dolphin where he looks after 8 employees. In this role he helps oversee the overall investment management and financial planning strategy.
After just over a decade as an officer in the British Army, Patrick began his financial services career at JPMorgan Private Bank in 2011. He joined RBC Brewin Dolphin in 2016 as a Client Advisor and is proud of helping to grow the 1762 team from its launch. Patrick is a Chartered Member of the Chartered Institute for Securities & Investment and holds a degree from the University of Oxford.