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

April 15, 2024

Could you be taxed on your children’s savings?

80% of parents are unaware that they could be taxed on their children’s savings. Here’s how the rules work, and how you could mitigate the chance of a tax bill.
Read more