Roger joined Brewin Dolphin in 1998 and is an Investment Manager in the Birmingham office. He manages and constructs the investment portfolios of private clients, including individuals, families, pensions, trusts, and has experience with charity clients.
He is proud of the close personal relationships he has developed with clients. He meets them regularly to discuss their financial needs and objectives, and, where appropriate, works closely with Birmingham’s Financial Planning team to ensure all of their wealth management needs are fully covered.
Roger began his investment management career in 1987, after moving from the insurance sector. During his time at Brewin Dolphin, he is most proud of being a trusted person for clients and their wider families. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.