Alice Proctor

Alice joined RBC Brewin Dolphin in 2016 and is a Chartered Investment Manager working in the Winchester office. She provides tailored advice and builds bespoke portfolios for a range of clients from high-net-worth individuals to families and/or entrepreneurs or client’s considered vulnerable. This involves meeting them regularly to discuss their needs and their aspirations and she will build a bespoke plan to help her client’s achieve their objectives. She is passionate about making her client’s wealth work as hard as possible for them and providing advice that is tailored to each client’s individual set of circumstances.

Given the range in Alice’s client base, she has particular experience in managing wealth for individuals who are looking to sell their business, along with individuals who have received a settlement from the Court of Protection. She also specialises in managing portfolios held within Trusts and has a broad knowledge of estate planning. Alice works closely with other professionals to ensure her clients receive the best outcome for their unique situation. She is proud of the personal relationships she, and her team, develop with their clients and the sensitivity they show them throughout the different periods in their lives.

Alice has a degree in Accounting and Finance from Exeter University and holds the Chartered Institute for Securities & Investments (CISI) chartered wealth management qualification. She also holds the Society of Trust and Estate Planning (STEP) certificate in financial services and acts as the Treasurer for the STEP Central Southern branch.

In her spare time Alice likes to spend time with her family, potter around in her garden, play tennis and walk her dog, Gus.