0330 038 8941
Based in Folkestone
View locationChecks carried out by VouchedFor
FCA Regulated
Rebecca and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 March 2026
Rebecca and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Rebecca has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rebecca has received 4 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: 21 October 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.
3
Qualifications Uploaded
Rebecca has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Rebecca (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Rebecca
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Rebecca (based on 3 first impressions)
I am Director and Independent Financial Adviser at Talis IFA, a truly independant firm with clients and Advisers across the UK. I have been advising clients for over 15 years and during my career have always maintained an independent status. This enables me to advise my clients on a whole of market basis, with no ties or restrictions to certain products or providers. It is important to me that my clients feel entirely confident in their decision making. I am there to help them navigate the financial landscape without barriers or needless jargon. As such, I believe in holistic advice that is easy to access, and in building a long term financial plan that the client understands, trusts and believes in. My clients are diverse in nature, ranging from young professionals just starting their financial planning journey, to those of the older generation with accumulated wealth or are even perhaps accessing financial advice for the first time. Many of my clients are current or former business owners, with varying financial needs. Pre and post retirement planning forms a large part of my business, alongside wealth management, family protection and Inheritance Tax planning. I pride myself on helping clients to understand their portfolios and have access to advice that is clear and easy to digest. Meeting clients is one of the best parts of my work, so please do get in touch. Our initial meeting is entirely free of charge or commitment.