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).

Client Testimonials

  • We have always found him to be polite and conscientious and willing to take time to discuss all the relevant points and the merits of each option being considered. We look forward to receiving his advice for many years to come.

    Mr & Mrs L of Shropshire
  • I will continue to recommend you to friends, colleagues and business partners

    Alyson, Shropshire
  • From the outset, we experienced professionalism and - just as importantly - genuine care

    Peter & Sue, Shropshire
  • We look forward to using your services again in the future and will definitely be recommending you

    Grace & Rob, Shropshire
  • We have benefitted from your financial advice for the past 15 years. During this time we have been provided with sound financial advice that has seen our investments perform very well indeed.

    Mr & Mrs L of Pontesbury
  • I should also like to thank you for your excellent service and advice - absolutely first class.....

    Mrs L, Shrewsbury
  • the service you provided was faultless. Will get in touch soon

    Gita, Shrewsbury
  • GOLD STAR FOR CUSTOMER SERVICE!

     

    Mrs S, Shropshire
  • we received a professional service from the whole team. They took the time to understand our circumstances, which were challenging, and found us a product which ticked all our boxes within our timeframes. We wouldn't have been able to find such a good deal independently.

    Kevin & Michelle, Shropshire
  • We will never forget your kindness and we shall always be grateful

    Mr & Mrs Lewis, Shropshire
  • people who do such things show they care about the individual rather than look at them as a business deal. I wish you continued success for your business and l will certainly recommend you to family and friends

    James, Lincolnshire

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