Rebecca Findlay

Lead Technical Paraplanner

Rebecca Findlay is currently on maternity leave so we don't have a picture for her at the moment!

Rebecca… in a nutshell

I like maths, so there’s nothing better than getting stuck into a pension projection or tax calculation. Ultimately I can then work out how we can help to make a big difference to an individual’s circumstances, both now and in the future.

As a paraplanner, it’s important to have a really good rapport with our advisers. On any given day we might be overseeing the planning we provide on a client’s NHS Pension, analysing a client’s financial position in order to assist the advisers with their planning meetings, or producing financial planning documents. We’re two teams but really it’s two sides of the same coin.

I once chose to run a 100k race for fun. Life has changed quite a bit in the last couple of years though – moving back to Norfolk, getting married, having two little ones, renovating two houses, and getting involved with our local church.

Life is very full in the day-to-day. But I’ll always find the time to bake, sow seeds and dance like no one is watching.

Choose to believe the best in people. If that’s your default setting, you can’t go far wrong.

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Qualifications and memberships

  • Fellow of the Personal Finance Society
  • Chartered Financial Planner
  • Advanced Diploma in Financial Planning
  • Diploma in Regulated Financial Planning
  • Certificate in Discretionary Investment Managements
  • Certificate in Mortgage Advice
  • Award in Long Term Care Insurance
  • Degree in Mathematical Sciences BSc(hons)

Get in touch

Everyone’s on a different path. There’s no one-size-fits-all approach.

Have a complimentary, no-obligation chat with one of our advisers to find out how financial planning can transform your future.

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