Felicity Rice – Senior Investment Advisor
Felicity has over seven years’ experience in the Financial Services industry and prior to joining Touchstone Advisory Ltd., she was working initially throughout Europe and then in both New York and The Bahamas as a Registered Investment Advisor.
During this time, Felicity has completed both the UK and USA regulatory investment advisory qualifications, Diploma in Regulated Financial Planning and the Uniform Investment Adviser Law Examination, respectively. This has given her a depth of knowledge in cross-border pension planning and investment management. With a particular focus on ROPS (Recognised Overseas Pension Scheme) and SIPPS (Self Invested Personal Pension), Felicity has real expertise in pension advice and management.
Having lived across Europe and North America, Felicity is now based back in the UK.