Rebecca joined the Fidelium team in 2015 and works alongside Sarah as a Financial Planner advising clients. Her move to Fidelium has enabled her to work more closely with clients to help change their lives, and she prides herself in providing professional, non-judgemental advice with integrity, clarity and transparency.
She has a deep interest in Pensions and is a specialist in advice around NHS Pensions, Annual Allowance and Lifetime Allowance issues facing higher earners.
She currently holds the IMC, CISI Diploma and is qualified to DipPFS level. She also holds the STEP Certificate for Financial Services – Trust and Estate Planning and is now studying towards achieving Chartered Status.
Rebecca has over 20 years of experience working in various areas of Financial Services, including 10 years at Invesco Perpetual in financial analysis and client facing roles – her area of expertise being investments. She is part of Fidelium’s Investment Committee, who rigorously analyse, test and challenges our client’s investment portfolios. She has strong interpersonal and client relationship skills that are integral to providing a first class service to Fidelium’s Clients.
Rebecca has 2 main passions, family and sport – whether it be racing herself, coaching and developing junior athletes or supporting her daughters with their own sporting endeavours.