Get to know Becci
Becci is a Level 4 diploma-qualified financial planner with more than 12 years of experience in the financial services sector. She is passionate about helping people feel more confident and in control of their finances and is committed to supporting clients in making informed financial decisions. Living on the edge of the New Forest on the South Coast, Becci combines her experience and knowledge with a personable, down-to-earth approach to supporting individuals and families.
She provides comprehensive financial assessments with a holistic focus, working closely with clients to understand their objectives and build tailored, tax-efficient plans. This includes guidance on income, expenditure, investments, pensions, and long-term planning, supported by regular reviews to ensure strategies remain aligned with clients’ goals.
When she is not working, Becci enjoys keeping active, drawing, and catching up with friends. She lives with her husband and their two boys, who make sure there is never a dull moment!
The Financial Conduct Authority does not regulate tax planning advice.
In the spotlight
Hawksmoor
Certified Financial Planner
Member of Personal Finance Society
Qualifications