Rebecca Forman Dip PFS, Cert CII (MP & ER) - Wealth Management Adviser
Rebecca joined Colyer Associates in April 2015. Rebecca is a dedicated professional who has an exceptionally strong customer service background.
Rebecca brings to work the same amount of passion and determination that she shows in her commitment to her health and fitness. Rebecca’s interest is CrossFit exercise and fitness training and regularly competes at a high standard.
Rebecca is never happier than when she is helping individuals, make the most of their life by aligning their finances with what is most important to them. Rebecca aims to help her clients develop a long-term strategy for their financial future, through gaining a detailed understanding of their goals and ambitions, by offering face to face holistic advice and recommending bespoke solutions.
Rebecca is currently progressing the route to become a Chartered Financial Planner.
Rebecca also distinguishes herself by additionally being qualified Cert CII (MP & ER) to advise clients on Mortgages and specialist *Equity Release Mortgages.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.