“It’s a privilege to be able to help clients meet their financial goals through the valuable and bespoke service we provide – well researched and effective portfolio management.”
- Locations
- Newcastle
Laura has been a Portfolio Manager in the RBC Brewin Dolphin Newcastle office since 2023. She is part of a team constructing and managing the portfolios of private clients including individuals, SIPPs, pensions and trusts.
She strives to meet her clients’ long-term objectives, be that purchasing a house or planning for retirement. She also works hard to attract new clients and professional contacts, such as accountants and lawyers, to the office by regularly attending networking events. Her role as Chair of the Newcastle Young Professionals Forum is key in enabling her to expand her local network.
Laura began her financial services career at RBC Brewin Dolphin in 2017, starting out as an Administrator in the Reconciliation Control Team. She became an Investment Management Assistant in 2019 and then moved onto the Portfolio Management team in 2021. She is a Chartered Wealth Manager and Member of the Chartered Institute for Securities & Investment (CISI).