“I find it hugely satisfying working with and helping our IFA clients. We work together as partners to win business.”
- Locations
- Newcastle
Anna joined RBC Brewin Dolphin in 2006 and is an Investment Manager in the Newcastle office. She specialises in the management of portfolios for the clients of independent financial advisors (IFAs) based across the North East.
She enjoys meeting IFAs and encouraging them to use RBC Brewin Dolphin’s investment management services. Once signed up she is proud of working with them to help grow their businesses whilst ensuring their clients receive a top-class investment management service.
Anna, who is a Fellow of the Chartered Institute for Securities & Investment, began her financial services career at RBC Brewin Dolphin as a Trainee Investment Manager. She is proud of playing a key role in building Newcastle’s Intermediaries team from scratch. She also sits on Newcastle’s Leadership team, helping to steer office strategy.