Chartered Insurance Institute
Rebecca joined Brown Shipley in October 2015; she provides advice on risk management, investments, retirement solutions, estate planning and lifetime cash flow planning. Rebecca has particular experience of using lifetime cash flow with clients to help structure their affairs tax efficiently and plan to meet future goals. Rebecca is a Chartered and Certified Financial Planner, a Fellow of the Personal Finance Society and the Chartered Institute for Securities and Investments. Rebecca also holds the Society of Trust and Estate Planners Certificate.