Sean MacPherson
Associate, Wealth Management at Rbc Brewin Dolphin
Based in Plymouth, United Kingdom
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Seniority
Staff
Department
Finance & Accounting
Location
Plymouth
Industry
Financial Services
Company size
2K
Contact information
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s•••••••@brewin.co.uk
Phone
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Background
About Sean MacPherson
As an Associate at RBC Brewin Dolphin, I support a team of wealth managers in delivering personalised investment advice and financial planning services. My role involves client communication, portfolio administration, and ensuring smooth day-to-day operations—giving me valuable insight into the wealth management process. I’m currently working towards the CISI Level 7 Diploma in Wealth Management, with the goal of becoming a fully qualified Wealth Manager. This path is helping me build strong technical knowledge, develop client-facing skills, and gain a deeper understanding of financial markets. Outside of work, I’m recently engaged and enjoy spending time with friends and family. I’m also a keen football fan and regularly follow both the Premier League and local matches. I’m enthusiastic about continuing to grow in my career while maintaining a healthy balance with personal passions and commitments.
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