Qualifications

  • Personal Taxation (R03)
  • Pensions and Retirement Planning (R04)
  • Financial Protection (R05)

Rebecca Gomes

Administrator

Qualifications

The professional

Rebecca has worked in financial services for more than 8 years, specifically supporting financial planners and advisers. Her typical day here will see her doing everything from preparing meeting packs and valuations to processing new business, as well as liaising with clients and providers to ensure everything runs smoothly.

The personal

Rebeccaā€™s free time is largely spent with her family. They love nothing more than heading off to the Lake District, enjoying dog walks and time on the beach.