Author
Rebecca Barrett
Wealth Planner
JM Finn
Bio
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.
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