team_member_profile
Rebecca has worked in financial services since graduating with a BSC(Hons) in Sociology and Criminology.
She has worked for several of the large financial product providers over the years, and this has given her an excellent understanding of many of our provider firms, which helps us maintain the strong relationships we have developed with these providers over the years. However, she wished to become a financial adviser like her mother, and so attained her Diploma in Regulated Financial Planning via Standard Life’s 1825 adviser programme in 2017. Having qualified as an adviser she is now focused on becoming Chartered and obtaining the specialist advice qualifications required to become a holistic adviser to follow in Caroline’s footsteps.
She has worked with Caroline and Olivia for two and a half years. Rebecca works with Caroline in advising the firm’s clients, and is quickly introducing her own clients to the firm.
