“Building relationships with my clients and their families is the most rewarding part of my role. Finances and investments can often be daunting for people so I take time to explain more complex ideas in ways that are more relatable to everyday life.”
- Locations
- Newcastle
Fiona joined RBC Brewin Dolphin in 2005 and is an Investment Manager in the Newcastle office looking after portfolios for private clients. She works particularly closely with family and Court of Protection lawyers, looking after the investment needs of people who have divorced or suffered an injury requiring financial settlement.
Alongside this, she works within the management team in the Newcastle office, helping to direct strategy such as improving group diversity. She has also assisted in developing the RBC Brewin Dolphin Financial Wellbeing strategy which aims to help businesses support their employees.
Fiona began her financial services career in 2001 as an Investment Team Assistant at Close Wealth Management. She then moved to Experian QAS UK as a Renewals Manager before joining RBC Brewin Dolphin. She is a Fellow of the Chartered Institute for Securities & Investment.