“Everything revolves around giving the client the best experience possible. Their needs are at the heart of this office.”
Louise joined RBC Brewin Dolphin in 2012 and has been instrumental in the development and growth of the Ipswich and Norwich offices. With over a decade of experience in financial services, she has built strong, long-standing relationships with clients. 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
Now as Associate Director and Wealth Manager, Louise holds a diploma in Financial Planning and is a member of Chartered Institute for Securities and Investment. She provides comprehensive financial advice across a range of areas including investment strategy, pension and retirement planning, estate planning, and cash flow management. Her work is focused on helping clients structure their financial affairs effectively to support their long-term goals.
Her approach is thoughtful, client centric and focused on delivering outcomes that support financial confidence and security.
She also works closely with accountants, solicitors and other professionals to ensure clients receive joined up advice across all aspects of their affairs. By collaborating with fellow professionals, she helps to identify opportunities and deliver strategies for mutual clients. This integrated approach ensures that professional partners can confidentially refer clients knowing they will receive reliable support.