With over 20 years of experience in providing financial advice for high net worth individuals, Becky prides herself on the long term relationships she has built with clients over that time.
As an independent financial adviser, the most important aspect of financial planning for her is really getting to know and understand the needs and aspirations of each client. This results in working with them to ensure the most appropriate solutions are found to achieve their goals and reviewed annually to keep on track.
Becky believes that everyone can benefit from financial planning and that you are never too young or too old to start. A good financial review will encompass all aspects of financial life and is inter-generational, starting from junior ISA’s to inheritance tax planning.
Her expertise is in holistic, goal-based planning, covering the following areas:
Protection – life, critical illness and income protection
Retirement – saving for retirement, taking retirement, pensions, annuities, hybrid solutions
Investments – tax efficiency, inflation proofing, diversifying from cash holdings
Savings – for longer-term goals, children, grandchildren, tax efficiency
Mortgages – residential, buy to let and equity release
Becky is a member of the Women in Business network and loves spending her spare time with friends and family, chauffeuring her two teenage daughters around and walking her unruly dachshund.
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