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
Altrincham WA15 9AD
Work: 0161 929 8838

News & Views

November 2, 2021

November 2021 Investment & Economic Update

Our latest monthly investment update for November 2021 looks at how the global investment markets, economy, and commodities are performing. Read more