Find an Independent or Restricted Financial Adviser

I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.

I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

We are totally independent, which means we are not tied or restricted to use any particular provider or product.

I’m a Chartered Accountant turned Financial Planner, helping individuals and families gain clarity and confidence with retirement, investments, tax, and estate planning through tailored, proactive strategies focused on life goals, not products.

We provide a wide range of professional financial advice and mortgage services to meet your individual needs. We offer our clients the very best level of service by tailoring all of our packages to our client's specific needs.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

I strongly believe that financial planning shouldn’t be complicated. I will work alongside you to build an individual financial plan and together we can work to meet your lifestyle goals and objectives whatever they may be.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

Rebecca offers advice on all aspects of financial services, including investments and savings, pensions and retirement income, Inheritance Tax planning, insurance and protection, Wills and Estate Planning.