Rebecca Burton
Having worked in the financial industry for over 15 years, I understand the importance of building strong relationships with my clients that I have built based on trust.
I understand that financial planning gives my clients confidence to take the next steps and allows us to create a plan together that aligns to unique goals and values. By taking the time to get to know my clients and their families, I can provide personalised recommendations that will help them achieve their desired lifestyle both now and in the future.
About
It can sometimes feel overwhelming dealing with your finances, and I am here to simplify, advise and support you on your lifelong journey offering bespoke solutions. I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth, this will be aligned to your values and own personal life goals.
My biggest achievements are my children & as a busy mum of two I know how difficult it can be dealing with complex financial decisions, which is why I want to help you feel confident about your financial future.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 06/12/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
