“I have a really good working relationship with my clients. That’s not just looking after their financial affairs properly but getting on with them as people. You learn about what they and their families enjoy doing.”
- Locations
- London, City
Nicola is a Financial Planner and Assistant Director in the RBC Brewin Dolphin London office. She provides holistic financial planning to a range of clients from high-net-worth individuals to those people just beginning to accumulate wealth.
Her main areas of advice are, tax efficiency, retirement planning, inheritance tax planning, and family income protection. She also works closely with our Investment Management team to help clients invest tax efficiently, for example, through ISAs and offshore investments bonds.
Nicola began her financial services career in 1998. She joined RBC Brewin Dolphin in 2005 with her first role being a Paraplanner, in 2014 she progressed to a Chartered Financial Adviser and then in 2018 became an Assistant Director.