“I have known many of my clients for more than two decades and I enjoy socialising and playing golf with them. Building a long term, trusting relationship with clients, and assisting them, and their families, to meet their financial goals is very satisfying”.
- Locations
- Aberdeen
- Phone number
- 01224 267 900
Ricki joined RBC Brewin Dolphin in 2023 and is a Financial Planner in the Aberdeen office. He provides holistic and bespoke Financial Planning advice to enable clients to achieve their aspirations and objectives; achieved by understanding what is most important to each individual and their family.
His main areas of expertise include Estate Planning and Inheritance Tax mitigation, whilst encompassing Retirement and Investment planning requirements. He strives to build long-term personal relationships with his clients, allowing him to take a holistic view of their Financial Planning and Wealth Management needs, to develop bespoke Planning strategies.
Ricki began his Regulated advice career in 1990 and has accrued more than three decades of knowledge and experience; whilst assisting a diverse range of clients to achieve the goals that are important to them. He is a Chartered Financial Planner and a Chartered Wealth Manager, and in addition is a qualified Tax Technician.