“It is a great privilege to provide a helping hand to clients looking to improve the outlook of their financial future. I particularly enjoy seeing a client’s financial recommendation coming to fruition and witnessing the benefits that our advice can have on our client’s lives.”
- Locations
- London, St. James’s
Scott joined RBC Brewin Dolphin in 2023 as a Wealth Executive. This is a paraplanner role, supporting wealth directors who are giving financial planning advice to clients.
Scott’s role involves carrying out research that underpins the financial planning advice and producing client reports and recommendations. As part of his role, he works closely with Wealth Advisers and Wealth Directors to create and implement financial plans for both, high-net-and ultra-high net worth clients.
Scott has a particular interest in cashflow modelling and the benefits it can deliver in providing guidance for what the future may look like for clients.
He began his career in financial services in 2020 at a local Independent Financial Advisor in Essex. He then made a move to the City in 2021, working in asset management at Vanguard, before making the switch to RBC Brewin Dolphin in 2023.
In March 2023, Scott achieved the CII Diploma in Regulated Financial Planning. He is now working towards his Advanced Diploma with the aim of becoming a Chartered Financial Planner.