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. She currently holds the IMC, CISI Diploma in 2006 and is qualified to DipPFS level. She also holds the STEP Certificate for Financial Services – Trust and Estate Planning.
Rebecca has 18 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 portfolios, reviewing their underlying funds and asset allocation. 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.