Rebecca joined the Berry & Oak team in October 2021 after deciding on a career change, having spent the past 12 years working in Forensics. She holds the Diploma in Regulated Financial Planning and aims to become a Chartered Paraplanner in the future.
Rebecca is married to Nick and has a young daughter, Margot. In her spare time, Rebecca enjoys long walks, exploring the countryside with her family and has recently invested in a Peloton bike to keep fit and to help her keep up with her very energetic one year old.
In the spotlight
Is there an ability you wish you had?
To be able to speak all languages.
What’s currently top of your bucket list?
To do a driving holiday around Canada.
Which song gets you on the dance floor?
Don’t stop me now – Queen
Do you have a talent people would be surprised to know about?
I can play the Saxophone.
What does a day in the life of a Trainee Paraplanner look like?
As a Trainee Paraplanner I write reports that corroborate the advice provided to our clients by our Financial Planners. I need to ensure each case is sufficiently researched and documented to meet with the high standards in our industry regulations.
What do you like about working at Berry & Oak?
After working for such a large organisation, it has been a welcome change to work for a smaller company with likeminded values and a family feel. The team at Berry & Oak have been very welcoming and supportive with my training and development so far.
What are your top three life highlights so far?
- The birth of our daughter
- Getting married to my husband in a Chateau in France
- The first time I took the controls of a plane for take-off
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Ready to talk?
If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.