Paul joined RBC Brewin Dolphin in 2013 and is a Business Development Manager in the Birmingham office. He covers the West Midlands region, helping market RBC Brewin Dolphin’s investment solutions to intermediary clients, mainly independent financial advisers.
The aim is to sign them up to the group’s managed portfolio or bespoke, discretionary managed services. The role also includes onboarding new clients and managing ongoing relationships with the intermediaries and RBC Brewin Dolphin’s Investment Management team, such as dealing with any queries.
Paul started his financial services career in 1989, building relationships with intermediaries within the Midlands area. He has a wealth of experience in the pension and offshore market, having previously worked at NPI, Merchant Investors and Scottish Widows. He is a Member of the Chartered Insurance Institute.