“I’ve looked after many of the same clients for 30 years or more. I’m on to the third and fourth generation. The level of trust and closeness you develop with the client is tremendous. It’s a pleasure and honour to look after them.”
- Locations
- Bristol, Cheltenham
Paul is a Senior Investment Manager in the RBC Brewin Dolphin Cheltenham office. He looks after the investment portfolios of private clients, pensions, charities and trusts.
He has been able to form strong and long-lasting relationships with many of his clients, having worked in investment management for many years, both in Cheltenham and London. Indeed, he was instrumental in setting up the Cheltenham office in 1985 as part of Vivian Gray &Co. The office became Bell Lawrie White, before finally becoming RBC Brewin Dolphin in 1993 when the two firms came together.
Paul is proud of helping to grow the Cheltenham office from a standing start to being a major part of the RBC Brewin Dolphin Southwest team. He is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment.