Touchstone is a financial advisory firm committed to putting clients first and cultivating open, honest and long term financial relationships.
Felicity Rice – Managing Director
Felicity has worked in the financial advisory industry since 2011. She provides exceptional advice for clients with a particular focus on pension and investment planning.
She is a member of the Personal Finance Society and holds the Diploma in Regulated Financial planning. She also holds the Series 65 Investment Adviser license having previously worked with clients in New York and across the USA.
Zachary Evans – Director
Zachary has been working in the financial advisory industry since 2013. Working initially for a large international wealth management firm in their New York office. Zachary holds the Diploma in Financial Planning awarded by the CII and also holds the Series 65 Investment Adviser License.
Zachary is responsible for looking after Touchstone’s UK and international clients and is licensed and regulated to work across the US and EU through Blacktower Financial Management