0203 544 6810
Based in Aldwych
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2017
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Rebecca is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rebecca's status
Last checked: 15 June 2025
Rebecca is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rebecca's status
24
Recent Client Reviews
Rebecca has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rebecca has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 25 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Rebecca has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Rebecca has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rebecca has not yet added their fees to their profile
Fees not yet added
Rebecca has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Rebecca is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rebecca's status
Last checked: 15 June 2025
Rebecca is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rebecca's status
24
Recent Client Reviews
Rebecca has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rebecca has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 25 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Rebecca has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Rebecca has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rebecca has not yet added their fees to their profile
Fees not yet added
Rebecca has not yet added their fees to their profile
Rebecca joined Financial Services in 2006 and is a Chartered 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. She is also licensed to advise US connected clients. Rebecca is a proud mother of three which keeps her busy. In her free time she enjoys taking advantage of London’s gastronomic scene & she has a passion for seeing live gigs.
Offers available through VouchedFor
Contact Rebecca through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Rebecca's clients
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