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

June 22, 2026

What to expect in the first 5 years of retirement (and how to prepare)

Retirement planning doesn’t stop at your pension. Learn what to expect in the first five years of retirement and how you can practically and emotionally prepare.
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