“Being local is very important to us. People know we are around the corner as opposed to being miles away.”
Toby is an Investment Manager with 30 years of experience, both as an analyst and institutional fund manager. He works with charities, corporates, trusts and private clients, using his long experience to manage their investments through all market conditions.
Toby has played a key role in the success of our Ipswich office, which he believes is due to the team’s ability to provide high-quality investment advice locally. This has enabled him to build strong client relationships and become integral to their decision-making.
He began his career with Sun Life Canada and then worked for Barclays Wealth in Ipswich before joining RBC Brewin Dolphin. He is a Chartered Wealth Manager through the Chartered Institute for Securities & Investment.