“For me, our role is to build close relationships with our clients and work to ensure they meet their financial aims and objectives.”
- Locations
- Cardiff
Samantha leads the Paraplanning function, which provides research and report-writing support for RBC Brewin Dolphin’s Financial Planners.
After graduating from university, Samantha’s career in finance began in 1998 in the insurance sector, her first role being with Legal & General and then moving to Standard Life. It was in 2008 that she began her career within Wealth Management working with Coutts for 5 years, before being recruited by RBC Brewin Dolphin as a paraplanner in 2013.
Samantha is proud of the professional analysis her team supplies – objective research that is the basis for investment decisions. She says that learning of her appointment as an Assistant Director in 2020 is her greatest professional achievement. Samantha has an advanced diploma in financial planning and is a member of both the Personal Finance Society and the Chartered Insurance institute.