When I give my clients’ advice, I try to think would I give the same advice if this client was a friend or family member? The answer must always be yes! Giving prudent financial advice to all clients is a must, as a financial planning professional."
- Locations
- Dublin
- Phone number
- 01 260 0080
Brian is a Senior Financial Planning Manager in RBC Brewin Dolphin’s Dublin office. He provides holistic financial planning advice to help clients secure their financial future, which often involves intergenerational planning.
He has over 23 years’ experience in Financial Services and Wealth Management. He advises on a wide spectrum of areas including retirement planning, investment and protection planning for private clients, trusts and corporates.
Brian is a Certified Financial Planner (CFP®) and has previous experience in both the broker and bancassurance channels before joining Investec in 2015, which is now part of RBC Brewin Dolphin in Ireland.