Tom Kieldsen

Tom Kieldsen brings almost a decade of financial planning expertise in helping individuals and families to plan, grow and protect their wealth through targeted wealth management strategies. His previous tenures include financial planning roles at UBP and its previous incarnation, SG Kleinwort Hambros as well as at Vanguard and Nutmeg.

Emily Tarrant

Emily Tarrant joins RBC Brewin Dolphin’s Cardiff office as a wealth manager where she will work with private clients, families and business owners to help them achieve their financial planning goals. She is passionate about building long-term relationships with clients and helping them to navigate through different stages of their lives through sound financial planning and advice. Emily started her financial services career over a decade ago, and prior to joining RBC Brewin Dolphin she worked as a financial planner at a partner practice of M&G Wealth Advice and as an investment executive at the Development Bank of Wales.

Neil Trickett

Neil joins RBC Brewin Dolphin’s Cambridge office as a wealth manager. He specialises in providing tax-efficient investment management strategies to private clients and families with varied backgrounds, including entrepreneurs, businessowners, professionals and those with intergenerational family wealth. He also manages corporate and charity clients in Cambridge and East Anglia. Neil returns to RBC Brewin Dolphin after a successful 12-year career there as an investment manager. Prior to joining back, he worked at Cambridge-based firms, NW Brown and Evelyn Partners (formerly Tilney).

In addition, RBC Brewin Dolphin has promoted Simon Bird to head of its Marlborough office following Stephen Depla’s decision to step down as head of office and become a consultant for the company. Simon has been with the company for over 15 years having started his career in the city and spent 11 years in Amsterdam trading options.

Also promoted is Mike Williams who takes up the role of head of the Shrewsbury office following David Hall’s decision to step down as head of office after 15 years to focus on his wealth manager role within the Shrewsbury office. Mike joined RBC Brewin Dolphin as a director in 2019, and has 29 years of industry experience, having previously held roles at Barclays, HSBC and Evelyn Partners (formerly Tilney).