Rebecca joined Littlewick Wealth Management in November 2020 after graduating from Plymouth University with a degree in Psychology, a subject she continues to find fascinating and valuable in understanding clients’ motivations and goals.
As a Financial Adviser, Rebecca is passionate about building long-term relationships and taking a holistic approach to financial planning. She works closely with clients to ensure every aspect of their finances is considered, helping them make confident decisions and achieve both their financial and lifestyle ambitions.
Committed to her own professional development, Rebecca is currently working towards Chartered Financial Planner status, studying alongside her day-to-day role to further enhance the advice and expertise she provides.
Outside of work, Rebecca enjoys an active lifestyle, she regularly goes to the gym, runs, and goes on long walks in the country with her partner Jake. At weekends, she also travels far and wide to catch up with friends from university, making the most of her time away from the office.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.