“I can explain technical issues and strategy in a simple way to clients. That may explain why I am not only talking to clients but also to their children and grandchildren!”
- Locations
- Manchester
- Phone number
- 0161 214 5512
Areas of advice
Financial Planning
Rebecca creates financial plans and gives expert advice to RBC Brewin Dolphin private clients of all ages. This mainly revolves around investments, pensions and retirement planning, tax planning, inheritance tax and protection.
Over the years, she has developed deep professional know-how and gathered valuable experience in various areas, notably pensions and retirement planning, pensions and divorce and trusts. She also manages the Paraplanning team in the Manchester office.
Rebecca began her financial services career in 2000 as a Financial Services Administrator at Smart & Cook Financial Services. She became a Paraplanner in 2004 at IFG Financial Services before joining Brewin Dolphin in the same role in 2007. She has been a Chartered Financial Planner since 2012.