Rebecca joined Financial Services in 2006 and is a Chartered Financial Planner with advanced qualifications with the CII in Personal Tax & Trust Planning, Pension Planning, Investment Planning & the Financial Planning Process. She is also licensed to advise US connected clients. 

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.