“My aim is to give clients the confidence to be invested in the market and provide them with a level of service they wouldn't get anywhere else.”
- Locations
- London, City
Richard works closely with both RBC Brewin Dolphin’s direct clients and those of intermediaries, reviewing market performance and world events before advising on strategies for investment planning and management.
He specialises in investing pensions for the clients of independent financial advisers and is particularly interested in building on his knowledge around socially responsible investing. He is proud to have looked after the investments of three generations of the same family – service that he says typifies the RBC Brewin Dolphin ‘way’.
Richard started his career in financial services in the late 1980s. He joined RBC Brewin Dolphin’s London City Office in 2000 and progressed to his present position in a little over a decade. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.