0330 038 8941
Based in Grantham
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: June, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Becky is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Becky's status
Last checked: 13 June 2025
Becky is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Becky's status
8
Recent Client Reviews
Becky has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Becky has received 8 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 March 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.
2
Qualifications Uploaded
Becky has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Becky has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Becky has not yet added their fees to their profile
Fees not yet added
Becky has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Becky (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Becky
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Becky (based on 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Becky is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Becky's status
Last checked: 13 June 2025
Becky is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Becky's status
8
Recent Client Reviews
Becky has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Becky has received 8 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 March 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.
2
Qualifications Uploaded
Becky has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Becky has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Becky has not yet added their fees to their profile
Fees not yet added
Becky has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Becky (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Becky
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Becky (based on 10 first impressions)
With over a decade of experience in financial services, I work closely with clients to bring structure, clarity, and confidence to their finances. Whether you are planning for retirement, unsure if you are saving enough, or want to better understand how long your money will last in retirement, I can help you see the bigger picture. I specialise in helping people answer the ‘what ifs’ - ‘what if I retire earlier?’, ‘what if my spending needs to increase?’, or ‘what if I face an unexpected event?’. By building tailored financial plans and reviewing these on a regular basis, I help clients make informed decisions today that lead to peace of mind tomorrow. If you are looking for straightforward advice and a clear path forward, I would be delighted to have a conversation about your goals and how to achieve them.
Offers available through VouchedFor
Contact Becky 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 Becky's clients
Based on responses provided by clients who have reviewed this adviser
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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