Rebecca Dawson

Paraplanner

Email Rebecca Dawson

Rebecca is an experienced Paraplanner with over eight years’ experience and a Diploma in Regulated Financial Planning. She is also currently working towards achieving Chartered status.

Working closely with our team of Advisers, Rebecca undertakes research and writes suitability letters for clients, ensuring they experience a professional and seamless financial planning process.

In her spare time, Rebecca loves to travel, cook, read and spend time with family and friends.

< Meet The Team

198 Ashley Road
Hale
Altrincham WA15 9SN

Work: 0161 929 8838

News & Views

July 10, 2026

New Inheritance Tax and Pension Rules: What You Need to Know Before 2027

Download our free guide to understand the new Inheritance Tax and pension rules from April 2027, how they could affect your estate and what steps you may wish to consider.
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