Brandon is a Chartered Financial Planner, Fellow of the Personal Finance Society, and Director of rockwealth Leeds.
Prior to joining rockwealth, Brandon worked for one of the largest wealth managers in the UK advising high net worth individuals and small business owners. After spending more than five years with the company, he left the ‘large corporate’ and set up rockwealth Leeds in November 2022 with the aim of delivering a boutique service to clients.
Brandon is passionate about building long-term relationships with his clients and their family, but he is also highly technical. He has dealt with a wide range of complex client needs from specialist pension work to estate planning and inheritance tax mitigation. He particularly enjoys meeting and helping families structure their wealth efficiently, utilising various structures including trusts and family investment companies.
Outside of work, you can usually find Brandon on the golf course or spending time with his family and partner (who is a keen equestrian and often drags him outdoors regardless of the weather conditions!).
Phone: 0113 5266022
Email: Brandon@rockwealth.co.uk