“We are just trying to deliver a quality service and build close relationships with clients. It is really satisfying to do that.”
- Locations
- Exeter
Sean joined RBC Brewin Dolphin in 2006 and is a Senior Investment Manager in the Exeter office. He is Head of the South West Adviser Partnership team, providing bespoke solutions and portfolios to independent financial advisers and their clients.
Sean has been working with advisers for over a decade and is proud of building the Adviser Partnership team from scratch. He is also proud of the service he and his team provide clients with and of having built successful, long-term partnerships with many local firms.
He launched his financial services career in the City in 1994, with his roles including being a Convertible Bond Market Maker at Credit Suisse. He began his RBC Brewin Dolphin career as an Investment Assistant in the Taunton office. He has a Society of Trust and Estate Practitioners certificate and is a Chartered Fellow of the Chartered Institute for Securities & Investment.