Rebecca Harbrow

I am a Chartered Financial Planner and Company Director. I began my career in financial services in 2002, acquiring extensive experience and knowledge in various aspects of the industry culminating with achieving Chartered Financial Planner status in December 2020. As an experienced Chartered Financial Planner, I provide holistic financial advice to clients ensuring services are tailored to their requirements. My expertise includes inheritance tax planning, pensions, investments, mortgages, and business, personal and family insurance protection. I have experience working with a wide range of clients which include financiers, professionals, business owners and wealth management and I am committed to delivering service excellence. I continuously seek to enhance my knowledge and expertise in the industry, and I am an active member of various networking groups including Business Network International (BNI), the Athena Network and Women in Business Network (WIBN). My work and commitment to Financial Services has been recognised, winning the WIBN Member of the Year 2019 award and I have been nominated for the Women in Financial Advice Awards 2020. My passions outside of work include keeping fit and challenging my abilities by trying new activities. I enjoy theatre, travelling the world and relaxing with my family and friends. Approved by The Openwork Partnership on DD-MM-YYYY Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.