Louise Summerfield Dippfs Email & Phone Number

I joined RBC Brewin Dolphin in May 2012 as Office Manager and Senior Administrator following over 7 years at Barclays Wealth where I was a Private Client Executive for a team of Private Bankers. Since joining RBC Brewin Dolphin I have gained the Investment Operations Certificate and I am ACSI accredited. I have also gained the diploma in Regulated Financial Planning and a member of the Chartered Insurance Institute.I work as a Senior Paraplanner within the Financial Planning Team and enjoy working with clients in supporting them to achieving their financial goals. We can help clients in a multitude of ways including - Financial Planning for Individuals or Corporates - Tax Planning - Investment Advice - Retirement Planning - Inheritance Tax Planning - Protection - Spending time with clients to listen to what they would like and what they need in order to tailor portfolios for income, growth, accumulation of assets and/or support through retirement- Face to face contact, at client's homes, offices or at our office, we fit around your requirements- Financial planning for long term needs, such as income protection, School fee planning, Estate planning, pension arrangements and cash flow analysis- Effective management of tax allowances, such as ISAs, Capital Gains Tax and Dividend TaxFor further information, please visit www.brewin.co.uk/ipswich or contact me or a member of our team on 01473 267 200.Email - Louise.Summerfield@brewin.co.uk

Listed skills include Networking, Marketing, Investments, Strengthening Client Relationships, and 11 others.