Rebecca Penny
Chartered ALFBF Cemap DipFA DipACB
Rebecca has been in financial services since 2001 starting her career in the Commercial Banking division at NatWest, before making the move to Coutts, where she advised high-net-worth individuals on everything from investments to business strategies.
In more recent years, she’s has held roles with Handelsbanken in both Corporate and Private Banking acting as a trusted guide for clients. She has advised on on corporate funding and cash flow management to commercial and residential property finance as well as complex income property purchasing, wealth management and strategies to manage financial risks.
In her spare time Rebecca voluntarily sits on the board of a large multimillion pound Charity as Finance Trustee offering valuable guidance to help shape their financial and growth strategies. More recently she was also involved in the sale of her wider family business through an Employee Ownership Trust, ensuring a smooth exit and a solid succession plan.
Rebecca is highly qualified holding Chartered status from the London Institute of Banking and Finance, degrees in Economics and Finance and also Banking Practice and Management as well as further qualifications in Applied Corporate Banking, Financial Advice and Mortgage advice.
She is fully regulated and authorised by the Financial Conduct Authority and holds a Statement of Professional Standing granting her Certified Professional in Financial Advice status.