Rebecca Barrett

Wealth Planner

Tel: 020 7600 1660

Joined JM Finn: 2023

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. 

Articles by Rebecca Barrett