Rebecca Planner Email & Phone Number
Managing Director | Chartered Financial Planner | Female IFA | CFP | Pension Transfer Specialist @ Balance: Wealth Planning Limited
Rebecca Planner's Location
England, United Kingdom
Rebecca Planner's Education
- The Chartered Institute for Securities & Investment (The CISI)2013 - 2015
- Chartered Insurance Institute2000 - 2015
(Leadership, Business Management, Management)
2006 - 2008
- South Wilts Grammar School for Girls1989 - 1996
Rebecca Planner's Skills
- Strategic Financial
- Small Business
- Financial Planning
- Retirement Planning
- Strategy
- Wealth
- High Net Worth Individuals
- Wealth Management
- High Net Worth
- Finance
Rebecca Planner's Summary
Rebecca Planner, based in England, United Kingdom, is currently a Managing Director | Chartered Financial Planner | Female IFA | CFP | Pension Transfer Specialist at Balance: Wealth Planning Limited - award winning financial planning. Rebecca Planner holds a 2013 - 2015 The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Strategic Financial, Small Business, Financial Planning, Retirement Planning, Strategy and more, Rebecca Planner contributes valuable insights to the industry. Rebecca Planner has 4 emails and 2 mobile phone numbers on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Rebecca Planner you were looking for?
Find contact details for 700 million professionals.
Top Balance: Wealth Planning Limited Employees
-
View
Susan Lovell
Chartered Financial Planner at Balance: Wealth Planning Limited
West Bridgford, England, GB2 -
1
-
View
Caroline Keegan
Financial Planner at Balance: Wealth Planning Limited
Holmfirth, Kirklees, United Kingdom2 -
View
Christine O'Dowd
Executive Assistant at Balance: Wealth Planning Limited
England, United Kingdom1 -
ViewKrupesh Kotecha
Financial Planner at Balance: Wealth Planning Limited
Nottinghamshire, Nottinghamshire, United Kingdom1 -
View
Nidhi Naik
Paraplanner at Balance: Wealth Planning Limited
Northampton, Northamptonshire, United Kingdom1 -
1
-
ViewRebecca Aldridge
Managing Director | Financial Planner | Ifa | Life Planner | Pension Transfer Specialist at Balance: Wealth Planning Limited
Nottingham, Nottingham, United Kingdom1
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
