Craig Richardson

Craig Richardson Email and Phone Number

Investment Manager - Chartered FCSI @ Brewin Dolphin
london, greater london, united kingdom
Craig Richardson's Location
Leeds, England, United Kingdom, United Kingdom
Craig Richardson's Contact Details

Craig Richardson work email

Craig Richardson personal email

n/a

Craig Richardson phone numbers

About Craig Richardson

I am a 𝗗𝗶𝘃𝗶𝘀𝗶𝗼𝗻𝗮𝗹 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿 in the Leeds office of RBC Brewin Dolphin. As a 𝗖𝗵𝗮𝗿𝘁𝗲𝗿𝗲𝗱 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗿, I have over 25 years industry experience helping clients build investment portfolios that are bespoke to their individual requirements. Whether you are an individual, a company, a pension fund (both Self Invested Pensions (SIPs) and company pensions), or a trust, I can help you construct a portfolio of investments that will help you achieve your long term goals.We are one of the largest private client wealth managers in the UK with assets under management of approximately £50 billion. We specialise in providing services for the clients of IFA's, Solicitors and Accountants and have relationships with several thousand professional intermediaries across the UK. We construct and manage bespoke investment portfolios for clients and currently manage c.£2.5 billion out of the Leeds office.Heading up the Family Law team in Leeds, I am an 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 𝗼𝗳 𝗥𝗲𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻 , the Family Law body, and from this my colleagues and I am help to provide Family Lawyers with the support they need around financial matters in divorce, from financial disclosure around Form E, through negotiation and financial remedy, to Post Settlement.

Craig Richardson's Current Company Details
Brewin Dolphin

Brewin Dolphin

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Investment Manager - Chartered FCSI
london, greater london, united kingdom
Website:
brewin.co.uk
Employees:
1829
Craig Richardson Work Experience Details
  • Brewin Dolphin
    Investment Manager - Divisional Director
    Brewin Dolphin Feb 2018 - Present
    Leeds
    I am personally responsible for the management of £150m of client investments within a team which manages £500m; working closely with financial planning colleagues to provide a fully integrated wealth management service.As an additional role I am Head of the Leeds Family Law team having established Brewin Dolphin's famly law proposition in the city.
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  • Brewin Dolphin
    Investment Manager - Assistant Director
    Brewin Dolphin May 2007 - Feb 2018
    Leeds, England, United Kingdom
    Responsible for managing bespoke client investment portfolios across all types of clients including Individuals, Self Invested Pensions (SIPs), company pensions, trusts, charities and companies.Helped establish Brewin Dolphin's Family Law services for Leeds.
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  • Barclays Wealth Management
    Investment Manager
    Barclays Wealth Management May 2004 - May 2007
    York, England, United Kingdom
    Managing investment portfolios and client relationships with high net worth clients.
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  • Td Waterhouse
    Securities Trader
    Td Waterhouse Jan 2000 - Apr 2004
    Dealing in shares for private individuals and large institutions, regularly trading bargains up to £25million.
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  • Halifax Share Dealing Limited
    Securities Trader
    Halifax Share Dealing Limited May 1997 - Jan 2000
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Craig Richardson Skills

Investments Portfolio Management Securities Investment Management Investment Advisory Pensions Management Trading

Craig Richardson Education Details

Frequently Asked Questions about Craig Richardson

What company does Craig Richardson work for?

Craig Richardson works for Brewin Dolphin

What is Craig Richardson's role at the current company?

Craig Richardson's current role is Investment Manager - Chartered FCSI.

What is Craig Richardson's email address?

Craig Richardson's email address is cr****@****n.co.uk

What is Craig Richardson's direct phone number?

Craig Richardson's direct phone number is (416) 983*****

What schools did Craig Richardson attend?

Craig Richardson attended The Chartered Institute For Securities & Investment (The Cisi), University Of Bradford.

What skills is Craig Richardson known for?

Craig Richardson has skills like Investments, Portfolio Management, Securities, Investment Management, Investment Advisory, Pensions, Management, Trading.

Who are Craig Richardson's colleagues?

Craig Richardson's colleagues are Eleanor Graff-Lorimer, Hena Mosby, Leah Rushton, Jo New, Ali-Akber Clark, Peter Dunn, Kim Williamson Cfp™ Mcsi.

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