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

24 Victoria Road
Hale
Altrincham WA15 9AD

Work: 0161 929 8838

News & Views

September 11, 2024

Relying on a home sale to fund your retirement? 6 pros and cons to consider

Are you planning to downsize your home in order to release wealth and pay for your retirement? Read 6 pros and cons of relying on a home sale when you...
Read more