Rob has been a Business Development Manager (BDM) for the West of England region since 2020. His focus is on developing partnerships between independent financial advisers (IFAs) and our investment managers, with a view to them using our investment solutions for their clients so that the IFAs can focus on financial planning.
Since joining he has been able to grow RBC Brewin Dolphin’s IFA contact base within the region considerably. This is thanks to the in-depth business development and financial knowledge he has built up which makes him adept at explaining the benefits of our solutions.
Rob’s financial career started in 1999. He took on his first BDM role in 2005 at LV. He has his DipPFS and is currently working towards Chartered status through the Personal Finance Society (PFS). He is also an Education Outreach Ambassador as part of the local PFS Committee, helping to provide financial education to children at local schools.