Biography
Rebecca joined JM Finn in 2023 and is a Wealth Planner within the team. She has a BSc in Economics from the University of Southampton and is a Fellow of the Personal Finance Society (PFS) and a Chartered Financial Planner. After university, Rebecca worked as a management consultant at IBM, specialising in financial services, and then gained experience working for IFAs for over 5 years prior to joining JM Finn. Rebecca’s expertise includes retirement planning, tax planning and wealth structuring. In her spare time, Rebecca enjoys playing tennis, supporting the Harlequins FC, and skiing.
Meet Rebecca, Wealth Planner in our London office. In this video she provides insight into the goals for the wealth planning team for the rest of 2025, how the team are helping client manage the…
Meet Rebecca Barrett, Wealth Planner at JM Finn.
Everyone’s wealth journey is different and depends on their personal objectives and circumstances. However, there are common experiences that women face, which can have a significant impact on their…