“The communication between myself and the IFA is paramount because it not only helps form the trust foundation, but it results in providing a better outcome and service for the underlying client.”
- Locations
- Bristol, Cheltenham
Victoria is part of the Southwest Adviser Partnership team, based within our Bristol office. She provides a bespoke discretionary investment management service to external independent financial advisers (IFAs) and their clients throughout the region.
As part of this she is very experienced at managing the flow of information to IFAs within set timeframes. She is proud of helping to build up the Southwest team and of the close relationships she has developed with IFAs, which ultimately helps improve client portfolio management.
Victoria began her financial services career with RBC Brewin Dolphin, starting as an Admin Assistant in Marlborough in 2000. In her 16 years there she helped manage portfolios for both private clients and IFAs. In 2016 she moved to the Adviser Partnership team in Cardiff to focus solely on IFA work before moving to Bristol in 2018. She is a Chartered Fellow of the Chartered Institute for Securities & Investment.