Nottingham
Rebecca joined Perspective following the acquisition of Cockburn Lucas IFC Ltd, bringing with her over 30 years of experience in Financial Services. Her career has included roles as an Independent Financial Advisor and as a Wealth Planner within a large private bank, giving her a broad and deep understanding of client needs.
Rebecca is currently working towards becoming a Chartered Financial Planner, further demonstrating her commitment to professional excellence. Her role involves providing advice across all areas of financial planning, with a particular focus on retirement and investment planning for her clients.
What Rebecca enjoys most is delivering a personal service and building long-term relationships with clients and their families. She takes pride in knowing that her advice helps clients feel secure and confident about their financial future. Rebecca believes that strong client relationships are at the heart of successful financial planning, enabling her to provide holistic, tailored advice that meets individual goals and objectives.
Outside of work, Rebecca enjoys walking and keeping active at the gym.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
