Rebecca Lucas
Rebecca has been in financial planning for more than a decade. During this time she has worked for a national accountancy firm, and worked as a financial adviser for the British Medical Association, specialising in providing financial advice to the medical profession.
Rebecca specialises in providing financial advice to individuals and trusts. Rebecca has a special interest in investment planning but also advises clients on other areas such as pension income options. Rebecca holds the Diploma in Financial Planning. She also holds the Investment Management Certificate (IMC) and is one of the few financial practitioners to hold the STEP Diploma for Financial Services from the Society of Trust and Estate Practitioners.
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