0330 038 8941
Based in Grantham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Becky is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Becky's status
Last checked: 13 April 2025
Becky is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Becky's status
9
Recent Client Reviews
Becky has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Becky has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Becky has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Becky has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Becky has not yet added their fees to their profile
Fees not yet added
Becky has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Becky (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Becky
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Becky (based on 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Becky is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Becky's status
Last checked: 13 April 2025
Becky is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Becky's status
9
Recent Client Reviews
Becky has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Becky has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Becky has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Becky has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Becky has not yet added their fees to their profile
Fees not yet added
Becky has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Becky (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Becky
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Becky (based on 10 first impressions)
I've been in the industry since 2011. Since then, I have worked as an administrator during my time at college and university before working as a paraplanner while studying to become a financial planner. Whilst I specialise in cashflow modelling, I work with a wide variety of clients to help them achieve financial peace of mind. This may be retirement planning, saving for a particular goal, and protecting individuals and families financial lifestyles against unforeseen circumstances. As well as my financial qualifications, I have a foundation degree in sport and exercise science and I am a personal trainer. This enhanced knowledge means I'm also an ideal financial planner for personal trainers and sports professionals.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Becky's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.