“The part of my role that I most enjoy is meeting and speaking with my clients and getting to know them better. Many of my clients are either retired or approaching retirement, and therefore very experienced and knowledgeable, so I enjoy being able to learn from them at the same time as helping them financially.”
- Locations
- Exeter
- Phone number
- 01392 440 465
Joseph is anInvestment Manager in our Exeter office. He has gained a wealth of experience helping two investment manager colleagues to manage the investments of their clients. These clients include direct private clients, the clients of independent financial advisers and charities. He now looks after a number of his own clients, which mostly consist of private individuals and trusts.
He also has experience in ethical investing and holds the CFA Institute Certificate in ESG (Environmental, Social and Governance) Investing. He hopes to continue to help clients with ESG investing in the future.
Joseph joined RBC Brewin Dolphin’s Taunton office from university in 2013 as an Investment Assistant. He moved to the Exeter office in 2015, progressing to his current role by 2020. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment, as well as holding a DipPFS through the Chartered Insurance Institute.