Finance Ecosystem Roundtable hosted at RBC Brewin Dolphin

Join B4 Members from the Finance Ecosystem as they share challenges, successes and advice with each other in our next Finance Ecosystem Roundtable discussions by RBC Brewin Dolphin.

About RBC Brewin Dolphin

RBC Brewin Dolpin are one of the UK’s leading wealth managers. They are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice. Their clients tend to be ambitious, even if they might not always think of themselves that way. They have high aspirations for themselves, for their families and for their futures. RBC Brewin Dolphin support their clients on their financial journeys. They place great emphasis on their relationships with their clients and believe in a personal approach to wealth management. Having been around for more than 250 years, our business has seen the ebbs and flows of the markets. It has taught them how to manage their clients’ interests during those times and to focus on the long term.

About James Yeoell – Divisional Director – Financial Planning

James joined the RBC Brewin Dolphin Oxford office in 2019 and is a Chartered Financial Planner. He offers advice to a range of private clients and families. This includes pensions, inheritance tax and estates planning for those nearing or in retirement and investments and financial protection for younger clients growing their wealth.

James also helps corporate directors on issues such as company pension schemes and shareholder protection. He is proud of the personal advice he and the Oxford team provide its clients taking a holistic and long-term approach to their wealth and financial planning.

His financial services career began in 2010 as a Customer Advisor for the Royal Bank of Scotland before joining Equilibrium Wealth Management in 2011 as a Paraplanner. He moved to Butler Toll in 2016 progressing to the position of Chartered Financial Planner before joining RBC Brewin Dolphin. He has a Diploma in Regulated Financial Planning and is a Fellow of the CII.

About James Lewis – Divisional Director – Investment Management

James is an Investment Manager with over 20 years’ experience in the Private Client industry, running multi asset investment portfolios for private individuals, their pensions and family trusts.

James enjoys getting to know his clients in order to provide tailor-made solutions for their individual needs and objectives. He also takes great satisfaction from mentoring colleagues and has previously overseen development programs in this respect.

James is a Chartered Fellow of the Chartered Institute for Securities and Investments and also holds the Diploma in Financial Planning from the Personal Finance Society.

Prior to joining Brewin Dolphin in 2021, James was a Senior Investment Manager at St. James’s Place Discretionary Fund Management and a Director at HSBC Discretionary Wealth Management.

This event is strictly limited to 10 guests

Parking

Parking available in the retail park – Parking Free for up to 3 hours

Complimentary refreshments will be provided