“We are in quite a privileged position to be trusted with such an important aspect of our clients’ lives.”
- Locations
- London, St. James’s
Katie joined RBC Brewin Dolphin in 2020 and is a wealth executive in our London, St. James’s office. She works with high-net-worth clients made up of entrepreneurs, private individuals and families, including extended families.
She carries out the role of a paraplanner, assisting the financial advisers by attending client meetings, answering technical queries and writing up reports. She is also on the Charities Committee, which helps organise fundraising events and volunteering opportunities.
Katie is proud of how she has developed since starting her career in 2011. She worked initially in administration roles before taking on a paraplanner role in 2016 at EFG Private Bank. In 2017 she moved to what was latterly Ascot Lloyd as a Paraplanner. She is a Member of the Chartered Insurance Institute, has her DipPFS and is currently working towards her Advanced Diploma.