“It is very rewarding to see clients achieve their goals and building a relationship with them and their families over the years”
- Locations
- Aberdeen
- Phone number
- 01224 267 900
Steven is an Investment Manager in the Aberdeen office. He manages bespoke investment portfolios for a wide variety of clients including individuals, charities, companies and trusts. These clients are based across the North East of Scotland and the Highlands.
He works closely with Aberdeen’s Financial Planning team to offer a holistic service to clients, looking at issues such as pension and inheritance tax planning. Steven also manages the support team of Investment Administrators based in the branch.
Steven began his financial services career at RBC Brewin Dolphin as a graduate in 1997 and is proud of helping to build a strong working culture in the Aberdeen office through having a large say in recruitment over the years. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.