Meet Becky

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Becky Knowles DipFA, PETR, CeMAP, CeRER

Financial Planning Consultant

Becky is a fully qualified financial adviser currently working towards achieving chartered status. She aims to make all aspects of financial planning understandable. Whether you are planning for retirement, saving for your children’s future or protecting what you already have; Becky will use her knowledge and expertise to help you meet your goals.

Becky has been working within the financial services industry since 2014 and is committed to providing a first-class service, no matter what you require.

Outside of work, Becky is an enthusiastic Rock Climber and Mountaineer with a passion for the outdoors.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Equity Release is a lifetime mortgage or home reversion scheme, for features and benefits please ask for a personalised illustration.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

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

The FCA do not regulate trusts or buy to let mortgages.

Transferring out of a final salary pension is unlikely to be in the best interests of most people. You will be giving up all of the guarantees that a final salary pension offers you.

Contact Becky today!

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Portfolio planning
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Personal Pensions
Company schemes
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:
First time buyers

Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared