“Everything revolves around giving the client the best experience possible. Their needs are at the heart of this office.”
Louise heads up the administration team that supports our Ipswich office, ensuring that every process and system within it is operating as it should.
As an acting Paraplanner, working towards a Diploma in Financial Planning, she also works closely with the Financial Planning team, attending client meetings, preparing reports and annual reviews, setting up new accounts and organising transfers.
Louise began her career in financial services in 2005 at wealth management firm, Gerrard which became Barclays Wealth after acquisition and had worked her way up to Private Bank Executive. She joined RBC Brewin in 2012 and is proud to have played a part in helping to establish the Ipswich and Norwich offices over the past decade. Louise has an Investment Operations Certificate and is an associate member of the Chartered Institute for Securities & Investment.