“I seem to be able to relate to clients and in turn they relate to me. We are in an industry where we can help people achieve life goals. What we do makes a material difference to clients and that is very rewarding.”
- Locations
- Leeds
Richard specialises in managing multi-asset portfolios for private individuals, trusts and the clients of external Independent Financial Advisers. He joined the RBC Brewin Dolphin Leeds office in 1998 and is a Senior Investment Manager.
Richard is particularly proud of the strong, long-term relationships he has built up with clients. He has also worked hard to help develop the skills and talents of other Investment Managers in his team.
Richard began his financial services career in 1993 as a graduate trainee Investment Manager with Wise Speke gaining valuable experience and know-how before the group was acquired by RBC Brewin Dolphin in 1998. He is a member of the Chartered Institute of Securities and Investments and a fully qualified Chartered Investment Manager.