Felicity Rice – Managing Director
Felicity has over a decade of experience in the Financial Services industry and prior to Touchstone Investment Advisers, she was working initially throughout Europe before moving to North America to work as a Registered Investment Advisor in both New York and The Bahamas
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. She is also a fully qualified Pension Transfer Specialist. 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.