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Testimonials

& Kind Words...

I’m proud to have had so many clients take the time to recommend me and my work…

Female Financial Advisor - Wealth strategist - Straight Talker

When looking for a female financial advisor to support you with your long term financial planning and wealth generation goals, you want to find someone that you can really connect with. Someone that you can establish a great relationship with, whether that is to discuss your savings and investments, your pension and retirement planning or your big money goals to achieve the wealth you both deserve and desire.

As a female financial advisor with years of knowledge and experience in the sector, I have been privileged to work with some incredible clients to support them with building the financial future of their dreams. I’m proud to share this selection of testimonials of my working relationships. If you would like to have a discussion about your financial future, get in touch.

I approached Rebecca for advice about my ISAs. I was keen to make sure they were working well for me, and that they were also invested into funds that aligned more closely with my values. Rebecca took time to understand my requirements, and researched suitable options for me, explaining her suggestions clearly and without jargon. Throughout the process I was impressed by her knowledge and experience. I found her easy to talk to and felt that she understood my requirements well. I am very happy with the service she provided and would recommend her to others."

Patricia

Savings & Investments Client

I was looking for some advice on how to manage finances in my specific situation - doing ok, but wanting to plan for the future, and also looking to go freelance from a full time job and wanting advice on whether this was feasible and how it might affect things like remortgaging.

My sister-in-law recommended Rebecca as a financial advisor and I signed up for financial coaching sessions. From the first session, I felt like I had a much better handle on my situation. It gave me the confidence that my career plan wasn't reckless or out of reach, and what I needed to consider and plan for.

Rebecca talked through everything and discussed my specific concerns and situation, and also told me how to start actually assessing income vs spending and the tools I could use. I had further sessions where we looked at what I had found about my spending and priorities/requirements, and how to handle things moving forward, including as I left my job and started up as a freelancer.

Rebecca was knowledgeable, but always very flexible and realistic, emphasising that it was important to consider my priorities and how I approach things, rather than offering generic advice that didn't really fit with my situation or wouldn't be sustainable. She was also very accessible between sessions if I needed to clarify anything.

Initially I felt like I 'ought' to be better at just doing this myself, but it wasn't happening and I was a bit lost at how to plan ahead. It was really helpful to be able to go through everything in detail with Rebecca and think about how to move forward and set up good new habits. Getting practical advice on going freelance was also invaluable, and gave me the confidence to take the plunge while still being financially sensible. Thank you!"

Eloise

Coaching Client

I approached Rebecca for advice about my ISAs. I was keen to make sure they were working well for me, and that they were also invested into funds that aligned more closely with my values. Rebecca took time to understand my requirements, and researched suitable options for me, explaining her suggestions clearly and without jargon. Throughout the process I was impressed by her knowledge and experience. I found her easy to talk to and felt that she understood my requirements well. I am very happy with the service she provided and would recommend her to others."

Mrs Jackson

Savings & Investments Client

I joined Rebecca's group and participated in her February Money mindset challenge over 4 days. It really helped, was fun to do and opened my eyes to making money issues feel simple. Im not a numbers girl but working through the challenge has encouraged to stick with the strategies she taught us! Thank you Rebecca I love how you keep it simple, down to earth and share lots of helpful tips too! Would highly recommend you!"

Lisa Barker

Coaching Client

Typically I find anything to do with my accounts quite dull, its certainly a job I've put off for a long time. Having never really had control of finances in the past, in recent years I've had to learn how.

I'd watched Rebecca online for a year or so, tuning into her lives and the free information she gives away, and her experience really appealed to me. Yes its great she's won awards etc. but what really appealed to me was her personal persona.

Knowing that my money is now invested and working for me (rather than just sitting in an account or being spent!) is a great feeling. Yes there's some risk involved with investment, but I feel that Rebecca worked with me to fully understand where I was personally and tailored the arrangement to me.

I would not hesitate to recommend Rebecca, she's kind, knowledgeable and gives so much back. Working with her is not just a one off, she's happy to answer questions and continually reviews and supports me from a financial element. Do not put off sorting out your finances, get your money working for you now.'

Lesley

Savings & Investments Client

After seeing Rebecca's work with a close friend, I was very impressed and subsequently sought her advice myself. I have an intermediate knowledge of finance and was pleased that Rebecca took that into account. She didn't make things too simple, nor too complex. Not only could I tell she really knew her stuff, she was friendly and really approachable with any questions. Would not hesitate to use her again if I needed to

Cathy

IFA Client
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