Edward Thornton Email & Phone Number

I spend time listening to and getting to know clients in order to understand their objectives, requirements and preferences. My aim is to establish long term working relationships, guiding clients through the complexities of managing and getting the most from their financial assets. I am registered with the Financial Conduct Authority at CF30 level and am a fellow of the Chartered Institute for Securities & Investment (CISI).At RBC Brewin Dolphin we provide ongoing personal service to our clients with regular contact; all my clients have direct access to me as the named individual responsible for their affairs. Part of our service is to manage annual allowances, such as subscribing for ISAs and utilising Capital Gains Tax, in order to minimise the impact of tax on clients’ wealth.I also work closely with financial planning colleagues to ensure clients have their wealth structured in the best way to take advantage of current rules and allowances in meeting their objectives. Their advice frequently covers pensions and inheritance tax planning.

• 

  Divisional Director

  Rbc Brewin Dolphin

  Apr 2006 - Present - London, United Kingdom

  I am focused on investment management, frequently using a multi asset class approach to provide a portfolio of investments with diverse potential return profiles in differing investment market conditions.I manage portfolios of investments including UK and Overseas Equities, Fixed Interest Securities, Absolute Return, Infrastructure, Structured Products, Unit Trusts and Investment Trusts.I act largely for individuals and families whose wealth may be in their own name, in ISAs, Self-Invested Personal Pensions (SIPPs), Trusts, bond wrappers or any combination of the above.

• 

  Harrow School