It is a privilege to be part of the future proofing solution helping clients build a strategy for their goals to also enable intergenerational transfers throughout the years."
Felicity joined the RBC Brewin Dolphin Ipswich office in 2018 and is an Associate Portfolio Manager. She regularly meets private clients to understand their financial needs and objectives before creating bespoke portfolios. Felicity is also part of the Professional Services team, dealing with solicitors, accountants, and trustees.
She began her financial services career in 2007 within the executive share plans division at wealth manager Killik & Co before joining private bank Arbuthnot Latham in 2011 in the city and then progressing to a front office role at fund manager 7IM. She is working towards the Chartered Institute for Securities & Investment’s Chartered Wealth Manager qualification.