“I love going out to see clients and helping them. I want to take them through the journey from saving to their life in retirement.”
- Locations
- Royal Tunbridge Wells
Evelyn joined RBC Brewin Dolphin in 2015 and is a Financial Advisor in the Gatwick office. She gives advice to and devises financial plans for a wide range of clients, regularly meeting with them to discuss ongoing progress. She has extensive knowledge in pensions, including switches, trusts, business relief, inheritance tax and estate planning.
She joined RBC Brewin Dolphin as a Senior Paraplanner, working with Financial Planners in the office. She still utilises these skills when writing her own reports and carrying out her own research.
Evelyn, who is a Chartered Financial Planner and has an MBA, began her financial services career in 1998 at Fidelity Bank in Nigeria before becoming a Paraplanner at JLT Benefit Solutions in 2008. She became a Financial Advisor in 2020.