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 clients manage the impact of the Autumn Budget, and her wealth planning top tips.
27 March 2025
Meet the Manager – Rebecca Barrett
Related articles
The latest video update on the performance of our Investment Management Service portfolios.
Watch our April market update video with Fund Manager James Godrich and Head of Investment Office Jon Cunliffe.
Contract takes relationship to 25 years: extension includes continuation of naming rights of the JM Finn Stand at the Kia Oval.
If you like this article, follow us for more insights.
To receive more content like this subscribe today.



