“I believe that what we do is all about delivering customer service by being there for our clients, being efficient and doing the best we can with their investments.”
- Locations
- Cardiff
Simon specialises in providing award-winning discretionary management and planning services for financial advisers and their clients. He has led the intermediaries team at RBC Brewin Dolphin’s Cardiff office since 2016.
Simon’s financial services career began in 2000 when he joined RBC Brewin Dolphin and he gained valuable experience and know-how in subsequent years on both the Private Client and Charity teams. He switched his focus to intermediaries in 2010, and since then has worked closely with financial advisers to help optimise their clients’ portfolio performance and strategy.
He is proud of the emphasis RBC Brewin Dolphin puts on building strong, long-term strategic relationships with professional intermediaries and points to his promotion to the position of Divisional Director as his greatest professional achievement. Simon is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investments.