I enjoy the life planning focus and seeing the relationship between client and adviser grow and grow."
- Locations
- London
- Phone number
- 020 3201 3631
Carla joined the RBC Brewin Dolphin 1762 team in September and is a Wealth Executive. She assists Wealth Directors and Advisers with the onboarding of clients and their annual reviews by preparing suitability reports and drafting investment presentations. This involves analysing existing investments and pensions, creating financial plans including a lifetime cashflow, and providing advice on taking an income, estate planning and any protection needs.
Following a degree in Financial Services, Carla has worked for financial advisers in Central London since 2011. She holds the diploma in regulated financial planning from the Chartered Insurance Institute and is currently progressing towards her advanced diploma and chartered status.