“It is very satisfying helping clients put a plan together and help them achieve their financial goals.”
- Locations
- Edinburgh
Judith joined RBC Brewin Dolphin in 2013 and is a Financial Planner in the Edinburgh office. She works in the Financial Planning team, helping advise and create financial plans for a range of private clients as well as professionals, retired individuals, families, trusts and companies.
She advises on areas such as retirement planning, tax planning, protection and inheritance tax planning. She has also gained a family law accreditation through RBC Brewin Dolphin. This means that she works closely with solicitors on issues such as divorce settlements. As part of this she helps divorcees with their financial planning needs.
Judith began her financial services career at RBC Brewin Dolphin and has worked in various roles in both the Aberdeen and Edinburgh Financial Planning teams. She has a Diploma in Financial Planning through the Chartered Insurance Institute.