Rebecca Kingwell Financial Planner

Rebecca Kingwell Financial Planner I provide bespoke holistic, long-term financial planning. My areas of expertise include pension and I look to build long-term relationships with my clients.
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Working With Me
After spending 10 years on the trading floor in investment banking, I decided I wanted to change paths within the financial services industry and focus on working with individuals and small businesses to help them achieve their long-term goals through effective financial planning. My passion lies in helping people navigate their way through daunting financial challenges and helping

them to identify their own personal set of objectives so that I can put in place a sound plan enabling them to get there. We review their financial planning on a regular basis to ensure that it remains relevant and current and any necessary changes can be made in a timely manner. Regular review meetings keep my clients focused on the bigger picture and ensure that they remain on track to achieve their hopes and dreams. My door is always open so that clients can speak with me any time throughout the year in between our annual reviews should they need to. Strong relationships are formed and I enjoy playing a key role in my clients’ life planning. I provide bespoke, holistic, long-term financial planning. My areas of expertise include pension and Retirement Planning, Investment Planning, Tax Efficiency and Estate Planning. My advice is offered through personal consultation. At our first meeting I will look to gain a full understanding of your current position and what it is you would like to achieve now, in the medium term and over the long term. I will then put together a set of recommendations for your consideration. Our second meeting provides the opportunity for us to discuss these together. This process will give you the chance to get to know me, understand the service I offer and decide whether you would like to work with me as your financial planner. Many people tell me how useful they find even just this initial process and quickly begin to feel reassured as the picture becomes clearer and they can see a plan starting to form. I have chosen to work with St. James’s Place Wealth Management as their values and client-service proposition align closely with my own. Being an appointed representative of the firm allows me to deliver the standard of service my clients expect and provides the reassurance of working with a FTSE 100 company, whilst being able to offer the personal service that my clients value so highly.

Address

Montague Court, 21-25 London Road
Newbury
RG141JL

Telephone

+443300536797

Website

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Working With Me

After spending 10 years on the trading floor in investment banking, I decided I wanted to change paths within the financial services industry and focus on working with individuals and small businesses to help them achieve their long-term goals through effective financial planning. My passion lies in helping people navigate their way through daunting financial challenges and helping them to identify their own personal set of objectives so that I can put in place a sound plan enabling them to get there.

I look to build long-term relationships with my clients. We review their financial planning on a regular basis to ensure that it remains relevant and current and any necessary changes can be made in a timely manner. Regular review meetings keep my clients focused on the bigger picture and ensure that they remain on track to achieve their hopes and dreams. My door is always open so that clients can speak with me any time throughout the year in between our annual reviews should they need to. Strong relationships are formed and I enjoy playing a key role in my clients’ life planning.

I provide bespoke, holistic, long-term financial planning. My areas of expertise include pension and Retirement Planning, Investment Planning, Tax Efficiency and Estate Planning. My advice is offered through personal consultation. At our first meeting I will look to gain a full understanding of your current position and what it is you would like to achieve now, in the medium term and over the long term. I will then put together a set of recommendations for your consideration. Our second meeting provides the opportunity for us to discuss these together. This process will give you the chance to get to know me, understand the service I offer and decide whether you would like to work with me as your financial planner. Many people tell me how useful they find even just this initial process and quickly begin to feel reassured as the picture becomes clearer and they can see a plan starting to form.

I have chosen to work with St. James’s Place Wealth Management as their values and client-service proposition align closely with my own. Being an appointed representative of the firm allows me to deliver the standard of service my clients expect and provides the reassurance of working with a FTSE 100 company, whilst being able to offer the personal service that my clients value so highly.