Rebecca MarshallAPFS

Rebecca is completely dedicated and a real people person. Her aim is to gain a deep understanding of her clients’ short and long-term financial objectives, desires and aims in order to provide the best possible choices and solutions for each individual client every time.

Before joining PW & Partners, Rebecca spent 7 years providing mortgage and protection advice within the retail banking industry. She further developed her skills in client relationship management and building and maintaining close connections with private and commercial clients within the banking sector. It was during this time that Rebecca learned the importance of truly understanding her client’s financial objectives, desires and aims in order to provide the best advice she possibly can at all times.

Since joining PW & Partners, Rebecca has successfully achieved her Diploma in Regulated Financial Planning and was award with the prestigious Chartered Financial Planner designation in 2020. This is considered as the industry’s gold standard for Financial Planners. Adding a huge amount of value to our new and existing clients and as their first point of contact, Rebecca will assist with all areas of their financial planning needs offering a fully tailored solution in all of the areas below.

Areas of Expertise:

Mortgages – given Rebecca’s long standing wealth of experience in property and mortgages, she will continue to provide a tailored mortgage advice service unique to each of her client’s individual circumstances- from supporting first time buyers, helping parents get their children onto the property ladder, working with established landlords to review existing buy-to-let portfolios, or to simply improving current mortgage arrangements, saving money and repaying mortgage debt more cost effectively. Rebecca can offer a comprehensive range of those first charge mortgages that are made available to mortgages intermediaries.

Insurance and Protection – Rebecca takes pride in planning so that her clients have the right level of protection in place to safeguard their families, children and financial commitments should the worst happen or an unforeseen illness strikes. This means she can provide solutions so that if a family does suffer a loss or serious illness that the appropriate protection has been put in place to replace lost income, continue to pay for school fees/child care costs or protect your family home.

Retirement Planning – We are all living longer and want to have enough money to enjoy our retirement. Given the complexities around pensions and recent changes in legislation, it is imperative that retirement planning is involved in everyone’s financial planning. To help you achieve the standard of living you want in retirement, Rebecca will let you know how much it will cost to provide the income you need (taking into account all your other assets) whilst also reviewing your existing plans to help them stay on track.

Savings & Investment Planning – Rebecca prides herself on her ability to get to know her clients to ensure she recommends investment solutions which sit comfortably with her client’s attitudes to risk, advising on the correct asset classes for investment whilst making sure any solutions are tax efficient and flexible enough to change, should you be faced with the unexpected. Her aim is to assist you in making your hard-earned savings make the maximum possible return during times of low interest rates.

Rebecca is a people person and is dedicated to taking the time to get to know her clients. So, if you are looking for a Financial Adviser who will truly care and take the time to get things just right for you, Rebecca is the adviser for you.

Your home or other property may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Equities do not have the security of capital which is characteristic of a deposit with a bank or building society, as the value & income may fall as well as rise.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Some Buy-to-let mortgages are not regulated by the Financial Conduct Authority.