Nottingham
Rebecca joined Perspective following the acquisition of Cockburn Lucas IFC Ltd, bringing with her over 30 years of experience in Financial Services. Her career has included roles as an Independent Financial Advisor and as a Wealth Planner within a large private bank, giving her a broad and deep understanding of client needs.
Rebecca is currently working towards becoming a Chartered Financial Planner, further demonstrating her commitment to professional excellence. Her role involves providing advice across all areas of financial planning, with a particular focus on retirement and investment planning for her clients.
What Rebecca enjoys most is delivering a personal service and building long-term relationships with clients and their families. She takes pride in knowing that her advice helps clients feel secure and confident about their financial future. Rebecca believes that strong client relationships are at the heart of successful financial planning, enabling her to provide holistic, tailored advice that meets individual goals and objectives.
Outside of work, Rebecca enjoys walking and keeping active at the gym.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123