“What I find most satisfying is being able to help my clients achieve their goals and objectives, by providing them with a personal service combined with good financial advice and investment management.”
- Locations
- London, City
Will is an Investment Manager who specializes in managing multi-asset portfolios for private clients, trusts and charities, including tax-wrapped portfolios such as SIPPs, offshore bonds and ISAs.
Will and his team particularly enjoy getting to know their clients and understanding their situation and objectives, in order to provide bespoke investment solutions for them.
Will joined RBC Brewin Dolphin in 2010. He is a Chartered Member of the Chartered Institute for Securities & Investment (CISI) having obtained the Level 7 Masters in Wealth Management qualification. Prior to his career at RBC Brewin Dolphin, William completed the Graduate Diploma in Law at BPP after graduating from the University of Bristol.