Rebecca Welthy

Rebecca Welthy

Rebecca has been with Watson Moore IFA since October 2015 and qualified as an Independent Financial Adviser in May 2016. She has worked in financial services since March 2012 and has worked in each part of the financial advice process (administration, paraplanning and advising) and therefore has a wide knowledge of each stage of the process.

Rebecca specialises in helping people with their retirement plans but also has experience in helping clients at different stages of their lives e.g. requiring life assurance and help with starting their workplace pension.

She treats clients as she would treat her family and would not recommend anything that she would not recommend to her family. She is committed to providing clear and understandable solution for clients’ needs and will invest considerable time and effort to achieve this.

She was a finalist in the Women in Financial Advice awards as a ‘Mentor of the Year’ in 2018. This was achieved by helping our Junior Administrator, Megan, through her apprenticeship.

In her spare time, she looks after her two dogs and is learning British Sign Language. She writes a blog which helps younger people understand basic information about their finances. For example, how to buy a property and why they should join their workplace pension.

Qualifications:

  • CII Diploma in Regulated Financial Planning