“You end up working with your clients for a long period of time. You get to know them and their families and help them better structure their wealth today and for future generations.”
- Locations
- Gatwick, Royal Tunbridge Wells
Louise joined RBC Brewin Dolphin in 2016 and is an Investment Manager in the Gatwick and Tunbridge Wells offices. She manages discretionary investment portfolios for a range of clients from private individuals to trusts, SIPP portfolios, ISAs and offshore bonds.
She regularly carries out reviews and discusses any queries over portfolio strategy and selection that her clients might have, forming strong relationships with them in the process. She is particularly keen to develop a greater focus in the office on women’s wealth and investment knowledge.
Louise began her financial services career in 2002 as a Portfolio Manager at Brown Shipley. She was then an Investment Manager at Kleinwort Benson before joining RBC Brewin Dolphin. She is a Chartered Fellow of the Chartered Institute for Securities & Investment.