Rebecca at work
With 17 years’ experience in financial services, I provide technical and research support to advisers to help deliver clear, compliant, and tailored financial advice. As a paraplanner, my role involves analysing client circumstances, preparing suitability reports, conducting research, and supporting the ongoing review of financial strategies. I enjoy playing a role in helping clients stay on track to meet their long-term goals.
Qualifications
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.
Thanks to DS Howell, we've been able to retire early and relocate to the coast.
Nigel Barlow
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We don't have to worry about managing our money any more. DS Howell do it for us.
Nigel & Jane
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We find DS Howell easy to work with and they understand our needs as a firm.
Colin Atyeo
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I feel my financial future is in extremely good hands with DS Howell.
Janet Phillips
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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.