“Coming away from a meeting with a client and knowing that we have helped them is very satisfying. It is a cornerstone of longstanding relationships.”
- Locations
- Leeds
Carl joined the RBC Brewin Dolphin Leeds office in 1997 and is an Investment Manager. He sets up and manages portfolios for a range of private clients mainly individuals, corporate entities, trusts and SIPPs. As part of this he regularly meets clients to discuss their requirements and address any queries.
He has expertise in the use of tax-efficient investment vehicles with a particular focus on pensions and inheritance tax. He is also a specialist in inter-generational wealth transfer.
Carl began his financial services career at RBC Brewin Dolphin in 1997 as an Investment Assistant helping the group evolve into a wealth management provider, before becoming an Investment Manager in 2007. He took on the Assistant Director role in 2018. He is a Chartered Wealth Manager and is a Fellow of the Chartered Institute for Securities and Investment.