RB
Rebecca Barrett Fpfs
Trainee Financial Advisor at Riverside Financial Consultants
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Work Experience
Trainee Financial Advisor
Aug 2019 - Present · 5 years and 4 months
Financial Planner
Oct 2017 - Jul 2019 · 1 years and 9 months
Senior Business Consultant
2017 - Sep 2017 · 8 months
Company Details
Founded in 2007 and based at 1 Cornhill in the city of London, Riverside Financial Consultants pride ourselves on our highly personal service, offering face-to-face advice and tailoring specific financial solutions to our individual clients’ needs. So, whatever stage of your life you’re at, from buying your first property to your retirement options and beyond, we can help. Our philosophy is to build long term relationships, based on mutual openness and trust. We like to think, too, that financial planning is not the sole preserve of the mega-wealthy. Our clients often need advice on business planning or inheritance tax mitigation, but equally you may need help restructuring loans to increase disposable income. As needs and circumstances will change over time, we believe it is important to ensure that financial planning is reviewed on a regular and on-going basis. So whether it’s pension and investment planning, protection advice or mortgage guidance that’s required, we’re passionate about safeguarding our clients’ financial interests. Riverside Financial Consultants Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Approved by The Openwork Partnership on 15/08/2023
Year Founded
2007
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
41 Lothbury London, England EC2R 7HF, GB
Keywords
Financial ConsultantsFinancial PlanningInvestmentsPensionsMortgagesLife AssuranceEstate Planningand Retirement Planning
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