Rebecca at work
I joined the team at DS Howell in October 2023 as a trainee paraplanner after relocating to South Wales. Prior to this, I worked as a legal assistant in Devon, supporting vulnerable clients with their financial affairs.
In my current role, I assist our financial planners by conducting research and preparing suitability reports, and I help the team by coordinating office administration.
I am currently studying towards a qualification in financial planning and hope to become fully qualified soon.
Qualifications
What do you enjoy most about what you do?
I enjoy supporting my colleagues to provide financial solutions to clients while continuously learning and growing in my financial planning career.
Meet our clients
We are proud of how we have helped our clients, hear how we have helped them achieve their goals through effective financial planning.
Get in touch
If you want to make the most of your finances, we're keen to help. Please get in touch with us either via telephone or email or by the using the contact form here.