Stephen is a Regional Sales Manager in the London office. He works in partnership with Independent Financial Advisers (IFAs) across the City, helping them build effective investment solutions for their clients.
Stephen also manages a team of seven Business Development Managers across London and the Southern half of the UK, who connect IFAs to the group’s managed portfolio or bespoke, discretionary managed services.
Stephen, a former professional rugby player, began his financial services career at Scottish Equitable in 1987 and has since worked at firms such as Aegon, AXA and James Hay Partnership. He joined RBC Brewin Dolphin in 2018 as a Strategic Advisory Relationships Manager. He is proud of his breadth of experience and knowledge including in offshore and onshore investments, protection and pensions. He has a DipPFS.