“I get a lot of satisfaction from this role knowing that we have helped clients meet their financial goals and aspirations.”
- Locations
- Lincoln, Nottingham
- Phone number
- 01158 525 441
Liz joined the RBC Brewin Dolphin Nottingham office in 2019 and is a Business Development Manager. She covers the East Midlands and surrounding areas, talking to prospective independent financial adviser (IFA) clients about RBC Brewin Dolphin’s investment solutions and services.
She believes her deep knowledge of and experience in the financial services sector helps her to identify the IFAs that would be a best match for the office, resulting in mutually beneficial relationships being formed.
Liz has over 25 years of experience in financial services working directly with financial advisers and their clients in the East Midlands. Prior to joining RBC Brewin Dolphin, she carried out investment, pension, tax and trust planning during her time with Zurich Financial Services, Old Mutual and Prudential Assurance, where she was a Regional Account Manager. She is a Member of the Personal Finance Society and its East Midlands Committee.