Rebecca is a Certified Financial Planner™ and Accredited Paraplanner™ with the Chartered Institute for Securities & Investment (CISI), joining Paradigm Norton to support the London team. She was named Paraplanner of the Year 2018 by the CISI and Best Paraplanner at the 2019 Money Marketing Awards.
Rebecca joined financial services in 2013 – a big change from studying Marine Biology at Plymouth University – but quickly discovered new applications for her scientific background and love of problem solving! She is passionate about her work and the value that Financial Planning can provide in supporting clients to live their very best lives.
She enjoys giving back to her peers and helping to develop the future of the global financial planning profession, being involved with the PFS Paraplanner Panel and Paraplanners Assembly. More recently, she joined the executive board for the Initiative for Financial Wellbeing – an organisation to enable planners to improve their client’s wellbeing by making them happier, not just wealthier.
Outside of work
Outside of work, Rebecca still enjoys spending time by (or in!) the sea, music festivals with friends and planning her next home improvement project!