Areas of expertise
Private client wealth management with a focus on capital preservation.
Since 2010, Rebecca has worked with Zoe King, director of investment management at Smith & Williamson, managing a broad variety of investment portfolios, including those of individuals, pensions and charities.
Rebecca provides Smith & Williamson with specialist coverage of ethical and environmental collective funds.
Chartered member of the Chartered Institute for Securities & Investment (CISI) Masters in Wealth Management.