Rebecca Lucas FPFS, CFP Profile
Rebecca has had a varied career including working as an Independent Financial Adviser (IFA) within a law firm and as an IFA with the British Medical Association. This means she has a range of technical expertise as well as experience of working within different compliance regimes. Rebecca's previous work has not only passed through the strictest of compliance departments but has also stood up to scrutiny of The Court of Protection (when advising incapacitated clients).
Rebecca is a Fellow of the PFS and both a Chartered and Certified Financial planner and in addition holds the STEP (Society of Trust and Estate Practitioners) Certificate for financial services and the Investment Management Certificate (IMC).