Charlie Slater

Chartered MCSI, Wealth Manager

“Wealth management, to me, is about building long-term relationships and providing the clarity and confidence clients need to make well-informed decisions about their future.”

Locations: Edinburgh
Phone number: +44 (0)131 300 2891

Charlie is a Chartered Wealth Manager, advising private clients on their long-term financial plans and managing bespoke investment portfolios tailored to their objectives.

He works with individuals, families and trusts, building enduring relationships and providing clear, considered advice through different market conditions and stages of life. Charlie meets regularly with clients to review portfolio performance, discuss developments affecting their plans and ensure their investment strategy remains aligned with their wider financial goals.

Charlie graduated from the University of St Andrews with a first-class degree in Management before joining RBC Brewin Dolphin in 2019. He takes a thoughtful and disciplined approach, combining investment advice with a broader understanding of each client’s circumstances, priorities, and long-term ambitions.

He is particularly motivated by the responsibility of supporting clients through different life stages, and by the trust placed in him to help them make important financial decisions with confidence. Outside of work, Charlie enjoys his sport – particularly cricket, golf and running.