Rebeca Barrett

Rebeca Barrett Email and Phone Number

Chartered Financial Planner @ Churchill Wealth Management Ltd
clifton, bristol, united kingdom
Rebeca Barrett's Location
Bristol, England, United Kingdom, United Kingdom
About Rebeca Barrett

Rebeca Barrett is a Chartered Financial Planner at Churchill Wealth Management Ltd. She possess expertise in financial planning, retirement planning, wealth management, investments, wealth preservation planning and 2 more skills.

Rebeca Barrett's Current Company Details
Churchill Wealth Management Ltd

Churchill Wealth Management Ltd

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Chartered Financial Planner
clifton, bristol, united kingdom
Website:
churchillinvestmentmanagement.co.uk
Employees:
2
Rebeca Barrett Work Experience Details
  • Churchill Wealth Management Ltd
    Chartered Financial Planner
    Churchill Wealth Management Ltd Nov 2024 - Present
    City Of Bristol, England, United Kingdom
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  • Kellands (Bristol) Ltd
    Financial Planner
    Kellands (Bristol) Ltd Mar 2017 - Oct 2024
    Portishead
  • St. James’S Place Wealth Management
    Financial Advisor
    St. James’S Place Wealth Management Dec 2015 - Jul 2016
    Portishead Bristol
    St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management
    View

Rebeca Barrett Skills

Financial Planning Retirement Planning Wealth Management Investments Wealth Preservation Planning Intergenerational Wealth Transfer Executive Protection

Rebeca Barrett Education Details

Frequently Asked Questions about Rebeca Barrett

What company does Rebeca Barrett work for?

Rebeca Barrett works for Churchill Wealth Management Ltd

What is Rebeca Barrett's role at the current company?

Rebeca Barrett's current role is Chartered Financial Planner.

What schools did Rebeca Barrett attend?

Rebeca Barrett attended University Of The West Of England.

What skills is Rebeca Barrett known for?

Rebeca Barrett has skills like Financial Planning, Retirement Planning, Wealth Management, Investments, Wealth Preservation Planning, Intergenerational Wealth Transfer, Executive Protection.

Who are Rebeca Barrett's colleagues?

Rebeca Barrett's colleagues are Ellen Harrison, Kate Holland-Smith, Josh Cullen Adv Dipfa, Marcell Amhanesi, Tim Ewins Dippfs Apfs Efp Chartered Financial Planner.

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