“Our clients aren’t just numbers on a screen to us – their work helps so many people, so there’s a lot at stake in getting their investments to perform as they want.”
- Locations
- Cardiff
Paul specialises in delivering investment solutions for charities and institutions and has been an investment manager since 2013. He also has a particular interest in socially and ethically responsible investment.
Now a Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager, Paul joined RBC Brewin Dolphin in 2010 after graduating from the University of Bristol with a law degree. Since 2016 he has served with both the grant-making committee of a Cardiff-based education charity and the Cardiff Local Advisory Board for Career Ready, which promotes equal access to opportunities for young people.
Paul has featured as an expert speaker on responsible investment at seminars and conferences and has contributed to public events by commenting on the challenges caused by inter-generational differences in attitude towards wealth management.