Matthew Shields Email & Phone Number

I am an Investment Manager based in the Ipswich office of RBC Brewin Dolphin, one of the UK’s largest Wealth Managers. I enjoy helping clients achieve their long term financial goals. We help clients in a myriad of ways, including:-For IndividualsSpending time with clients to listen to what they would like and what they need in order to tailor portfolios for income, growth, accumulation of assets and/or support through retirementFace to face contact, at client's homes, offices or at our office, we fit around your requirementsFinancial planning for long term needs, such as income protection, School fee planning, Estate planning, pension arrangements and cash flow analysisEffective management of tax allowances, such as ISAs, Capital Gains Tax and Dividend Tax-For IFAsWe are a leading Discretionary Fund Manager and offer bespoke portfolios run locally, with the backing of our in-house Research department and risk processes, delivering consistent outcomes for your clients with an ‘on your doorstep’ serviceWe also offer model portfolios via our Managed Portfolio Service for smaller clients or those in the accumulation phase of life, who may require a bespoke solution later. This is available on several platforms and is driven by our award-winning research.For further information, please visit www.brewin.co.uk/ipswich or contact me at matthew.shields@brewin.co.uk or 01473 267 200 for any query, with no obligation or cost.The value of investments can fall and you may get back less than you invested. The opinions expressed in this article are not necessarily the view held throughout Brewin Dolphin Ltd.

Listed skills include Wealth Management, Investment Management, Investments, Asset Allocation, and 13 others.