“I have dealt with some of my clients for decades which is fantastic because you become a trusted adviser, acting as their objective sounding board. You are treated as part of their extended family. It is a very honoured position to be in.”
- Locations
- Marlborough
Stephen is Head of Office in Marlborough and is an Investment Manager. He primarily manages the relationships and portfolios of private clients, as well as a few solicitors and charities. He also has expertise in Court of Protection, helping clients who lack mental capacity with their investment needs.
He has been an investment manager for over 30 years and has successfully managed client investments through market ups and downs. He is proud of the close relationships he has formed with both his clients and his colleagues over this time; he has been Head of Office since 2003 as well as previously being a Regional Director for the Southwest.
Stephen started his career in London at Seymour Pierce Butterfield as a Stockbroker in 1988, before joining RBC Brewin Dolphin’s Marlborough office as an Investment Manager in 1994. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. He is also on the Board of Bradenstoke Solar Fund and Chair of his local Parish Council.