Rebecca Harbrow Chartered Financial Planner

Financial Advisor/Company Director at Blue Heron Financial Services Limited
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Contact Information
us****@****om
(386) 825-5501
Location
London Area, United Kingdom, GB

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Bio

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Experience

  • Blue Heron Financial Services Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor/Company Director
      • Aug 2019 - Present

  • LIONGATE WEALTH LIMITED
    • Accounting
    • Financial Adviser
      • Mar 2009 - Jul 2019

      Rebecca is an experienced Financial Adviser, providing holistic financial advice to her clients.Rebecca holds a Diploma in Regulated Financial Planning and has spent the last seven years being mentored by Managing Director William Voegt. Superior customer service is Rebecca’s passion and this derives from her 15 years of experience in the industry. Rebecca's clients include London based financiers, university leavers through to professionals, business owners and mature clients who have accumulated their wealth. Rebecca can advise on inheritance tax planning, pensions, investments, mortgages, family and personal protection.

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