93 reviews | 2 verified advisers
Rebecca continues to be by far the best financial advisor I've ever dealt with. She excelled herself this year, helping me to get my finances in the best order they've been in. Always trustworthy, reliable, personable and level-headed. She explains everything in terms I can understand and gives me all the options clearly so that I can make my own decisions. I never hesitate to recommend her.
Rebecca guided us on what to do with the next year ahead for savings and pensions. Really happy with advice.
I had a meeting with Rebecca in June/July 2025 as my personal circumstances had changed and my partner and I were separating. Rebecca gave me invaluable advice about updating my will and introduced me to a solicitor who was able to facilitate this. We discussed how my private pension was being invested and as to whether this was still fit for purpose and as to how if needed I could take an income from it. Rebecca also gave me an update on the growth of the ISA I have and as to whether my risk had changed. Rebecca checked on the life insurance policy I have and whether it is still relevant to my circumstances and we agreed to re visit this. We also discussed some options as to what could be done with the properties my ex partner and I own as I would like to sell in order to move forward, this included our house that we jointly own.
I trust her completely.... she speaks in easy to understand , direct and clear terms... I have had maybe 10 financial advisors over 40 years.. and none have come close to Rebbeca .
Continuing advice on investments and planning for the future.