“It’s vital that clients fully understand that there is a financial plan in place which is flexible for the future and leaves them secure.”
- Locations
- London, St. James’s
Rory has been a wealth director in our London, St. James’s office since 2018. He devises financial plans and manages the underlying investments for private clients with complex financial needs, including individuals, multigenerational families, entrepreneurs, business owners and executives.
The advice he gives covers business exits and planning for financial independence; estate and inheritance tax planning; catastrophe planning and ongoing tax efficiency. This may include cash flow modelling, pensions, offshore bonds, FICs, VCTs, EIS, insurance etc. His role also involves networking at entrepreneurial events, as well as with lawyers and accountants, to find new clients and the best team to help them.
Rory began his financial services career in 2000 as an Account Manager at KAS Bank before moving to Kleinwort Benson as a Private Banker in 2004. He then worked as a Director – Client Advisor at UBS Wealth Management before joining RBC Brewin Dolphin. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the DipPFS.