“Financial wellbeing is important for everyone and I take great care to support my clients but I have also used the same skills to help young people prepare for the future.”
- Locations
- London, City
Stephen is an Investment Manager who specialises in working with private clients, charities, companies, corporate trusts, and pension funds, helping them to grow their money and achieve their financial goals.
He takes his role of helping people manage their financial affairs very seriously and beyond his work with clients he has helped school pupils prepare for adult life by passing on financial wellbeing skills. Stephen joined RBC Brewin Dolphin five years ago from private bank Duncan Lawrie where he began his financial services career in 2006.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), a CISI Chartered Wealth Manager and has the Chartered Financial Analyst Investment Management certificate.