Hi I’m Becky, I help give professionals, business owners and retirees peace of mind that their finances are organised, structured and planned towards living the lifestyle they want now and in the future. I do this through bespoke financial planning to grow and protect your assets for your financial independence and peace of mind for you and your loved ones.
I also specialise in supporting and advising women as I appreciate the extra challenges faced with financial planning for women and offer an empathetic, supportive and understanding approach with my financial advice and financial planning to help find that balance of living the life that you want as well as having financial certainty and freedom for your future.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 16/05/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.