Advising clients since: 2006
Qualifications: BSc(Hons), APFS, Chartered Financial Planner, Independent Financial Adviser
Areas of expertise: Pre-retirement investment planning; currently focussing knowledge to specialise in Estate, Trust and Succession planning
Rebecca joined Financial Services in 2006 and is a Chartered Financial Planner, Independent Financial Adviser, with advanced qualifications with the CII in Personal Tax & Trust Planning, Pension Planning, Investment Planning & the Financial Planning Process.
Rebecca advises individuals and business owners, helping them to develop financial plans to protect their assets and build wealth for the future in a tax efficient manner. She works closely with solicitors and accountants to ensure that a holistic approach is applied to clients’ situations and offers regular updates to make sure that investment goals and objectives are achieved.
Rebecca is a proud mother which keeps her busy. In her free time she enjoys taking advantage of London’s gastronomic scene & keeping fit with Pilates and spinning.
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