Testimonials

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Ros Dixon Bennet 

Location: Malvern, 23rd March 2022

Rebecca and Jonathan Booth

Location: Knutsford, 28th March 2022

 

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

Patricia Exley

Location; Hampshire, 5th August 2019

 

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

Cathey Meredith

Location; Essex, 20th September 2018

 

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

Lesley Legget

Location: London, 5th April 2020

Here’s More Of What

Our Clients Have To Say About Us

Our Clients at Trust Pilot

Highly recommended

I had the pleasure of working with Rebecca as my financial advisor. Rebecca is extremely knowledgeable and experienced when it comes to all aspects of personal finance, including investments, retirement planning, and tax strategies. She took the time to truly understand my financial goals and tailored her advice and recommendations to my specific needs.

 

She patiently explained complex financial concepts in a way that was easy for me to understand and always made sure I felt comfortable with the decisions we were making together. She was also very transparent about her fees and any potential risks associated with different investment options.

 

Overall, I highly recommend Rebecca as a financial advisor. She is professional, trustworthy, and truly cares about helping her clients achieve financial success. If you’re looking for a skilled and reliable advisor to guide you towards your financial goals, Rebecca is the person to call.

 

Thanks also to Katie for handling the administrative side of finances and always being available to answer my emails.

 

Nicole Newbury

Date of experience: 11 April 2023

Location: United Kingdom

Outstanding Financial Advice and Support

Rebecca and her team have taken us on an easy and incredibly beneficial journey into financial planning and awareness. She has supported us every step of the way and the team have kept us on track.
I now feel far more knowledgeable about our finances and I know I can always ask Rebecca for assistance as she explains options and background so well. She also has a great sense of humour which makes financial planning dare I say it fun!

 

Claire Orr

Date of experience: 24 March 2023

Location: United Kingdom

Lisa Wynn

Location; Essex, 1st April 2022

Lucy Hay 

Location: Malmesbury, 1st March 2022