Tim Walker

Our people

Director, Wealth Manager

“The client relationships matter hugely to me and I am very proud of the ones I have built, particularly with multigenerational families where we’ve been able to help grandchildren get on the property ladder through plans that we helped them put in place.”
Locations
Exeter, Plymouth, Truro
Phone number
01392 440 450

Tim is a Wealth Manager, creating and managing bespoke portfolios for private individuals, families and the clients of independent financial advisers. Following many years leading our Southwest offices, he is now focussed on supporting clients where he can add the greatest value, particularly those with more complex requirements who benefit from a highly personalised investment and wealth planning approach. As part of a leading global wealth manager and bank, Tim works with colleagues across a wide range of specialist disciplines to deliver tailored solutions for his clients.

He particularly enjoys helping multigenerational families achieve their financial ambitions and has extensive experience supporting clients with pensions, including both corporate and individual pension arrangements.

In 1998, Tim began his career as a private client Investment Manager at Prudential Bache in London, completing part of his training on Wall Street. He joined Gerrard in 2001 before helping to establish the RBC Brewin Dolphin Exeter office in 2004. Over the following two decades, he played a key role in building the Southwest business and leading the Exeter, Plymouth and Truro offices until 2026. Alongside his client work, Tim is a qualified executive coach and enjoys supporting the development of the next generation of leaders within RBC. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Outside of work, Tim enjoys travelling, spending time with his family and staying active in the local community, including providing pro bono coaching to charity leaders.

Contact Tim Walker