0203 544 6810
Based in Wandsworth
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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: 23 April 2025
Rebecca and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Rebecca has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rebecca has received 3 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 21 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Rebecca has not yet added their qualifications to their profile
Qualifications not yet added
Rebecca has not yet added their qualifications to their profile
Transparent Fees
Rebecca has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Rebecca has provided information on their typical fees
Rebecca has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rebecca (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Rebecca
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rebecca (based on 4 first impressions)
Checks 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: 23 April 2025
Rebecca and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Rebecca has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rebecca has received 3 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 21 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Rebecca has not yet added their qualifications to their profile
Qualifications not yet added
Rebecca has not yet added their qualifications to their profile
Transparent Fees
Rebecca has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Rebecca has provided information on their typical fees
Rebecca has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rebecca (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Rebecca
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rebecca (based on 4 first impressions)
Rebecca, who is a chartered accountant and qualified in financial planning, is passionate about helping individuals and families secure their financial future through careful planning. My approach combines meticulous planning with personalised advice, ensuring that my clients receive the highest level of service and the best possible outcomes - with the least jargon used! I specialise in a wide range of financial services, including inheritance tax planning, pension planning, divorce/separation and protection planning. My goal is to build long-lasting relationships based on trust and integrity, delivering tailored financial solutions that adapt to the ever-changing financial landscape. I take pride in my ability to simplify complex financial concepts and provide clear, actionable advice. By leveraging advanced financial planning tools and maintaining strong connections with other professional bodies such as solicitors and accountants (including Resolution), I offer a holistic wealth management service designed to meet both short and long-term goals. I am committed to ongoing professional development and staying abreast of the latest industry trends and regulations. This ensures that my clients always benefit from up-to-date and informed advice. I look forward to the opportunity to work with you and help you achieve your financial aspirations. Feel free to connect with me to discuss how I can assist you: Email: Rebecca.slack@mandg.com Website: www.mandgwealth.com/floreatfinance
£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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Adviser Disclaimer
Floreat Finance Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.