“Managing client relationships is crucial. People want to know who is looking after them and that they have someone they can contact throughout their life and their children’s life. I am passionate about helping people understand how they can maximise their wealth.”
- Locations
- Winchester
- Phone number
- +44(0) 1962798011
Alice joined RBC Brewin Dolphin in 2016 and is a Chartered Investment Manager. She builds bespoke portfolios for a range of clients from private individuals to intermediaries. This involves meeting them regularly to discuss income needs, care home fees or capital growth for the family. She believes in working, on a personal level, with her clients to help them achieve their long-term financial objectives.
She specialises in helping vulnerable clients and managing trusts, and has a broad knowledge of estate planning. She is proud of the personal relationships she, and her office, develop with their clients and the sensitivity they show them throughout the different periods in their lives.
Alice began her financial services career at RBC Brewin Dolphin in 2016 and works in the Winchester office. She has a Chartered Institute for Securities & Investments (CISI) chartered wealth mmanagement qualification and holds the Society of Trust and Estate Planning certificate in financial services. She is a member of the CISI and is a Southwest Committee member for the institute.