“Clients are not numbers, they are individuals. When they come in, they want to know that you will not only look after them but also their children and grandchildren. It is about building personal, long-standing relationships.”
- Locations
- Winchester
Matt joined the RBC Brewin Dolphin Winchester office in 2010 and is an Investment Manager. He leads the investment management team and regularly meets clients to discuss the office’s investment strategy. He also specialises in creating bespoke portfolios and making key investment decisions for private clients, trusts and intermediaries.
Matt is particularly proud of the research and technical knowledge within the RBC Brewin Dolphin team and of spearheading the growth of Winchester’s intermediary offering over the past decade. His role also involves helping clients cope financially when they go into care and securing the transfer of wealth to their families.
Matt began his financial services career in 2009 on the Business Partner Team at Barclays Wealth Management. He moved to RBC Brewin Dolphin in 2010 as an Investment Management Associate. He is a Fellow of the Chartered Institute for Securities & Investments (CISI) and holds a Chartered Institute for Securities & Investments Masters in Wealth Management and the investment advice diploma.