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

May 5, 2026

Should you buy an annuity ahead of the new Inheritance Tax rules?

With unused pensions facing Inheritance Tax from April 2027, many retirees are turning to annuities. Learn the pros, cons and alternatives before you decide.
Read more