I really enjoy getting to know our clients and fully understanding their objectives. I want to know their stories and to work hard to deliver what they need in lif
- Locations
- Cambridge
- Phone number
- 01223 455 419
Heba joined Brewin Dolphin in 2019 and is a Wealth Executive in the 1762 office. She works closely with the Wealth Directors and Advisers helping to create financial plans for a range of private clients.
This involves understanding their needs and objectives and offering solutions such as income planning, retirement and estate planning and tax efficiency. She is an advocate of cashflow planning and forecasting to help clients achieve their goals.
Heba began her financial services career in 2018 working for Scottish Widows before joining Brewin Dolphin’s Financial Planning Academy. After graduating from there in 2021 she worked as a Paraplanner in the Leeds office before moving to 1762 in 2022. She has a Diploma in Regulated Financial Planning from the Chartered Insurance Institute.