- Locations
- London, City
Imogen joined Brewin Dolphin in 2022 and is a Financial Planner in the London office. She creates financial plans and advises private clients in the accumulation phase leading up to and during retirement. This includes pension, tax planning, inheritance tax and protection.
She has a close focus on cashflow forecasting to help clients visualise how they can work together to meet their goals. She also specialises in working with small business owners who are considering exiting their business and working alongside family lawyers in the divorce space.
She began her financial services career in 2012 and has achieved chartered status. She is also a member of the PFS.