Rebecca is the Founder and Estate Planner at IFORM.
She has been helping clients for over 18 years to create lasting, memorable legacies for their families, businesses and the people they care about the most.
She strongly believes that Estate Planning is about living and not dying and that planning should be about hope, love, inspiration, satisfaction, happiness, security and the feelings we hold for our loved ones. She believes that It provides the ultimate gift and peace of mind in knowing loved ones and hard earned assets are protected and not lost to the government, the wrong people, the tax man or any other unintended beneficiary.
With a background in Psychology and long standing career in both financial and legal Services Rebecca is well known as a great listener and for her understanding, empathy, experience and personable approach.
Rebecca started her business to offer a refreshingly different approach to what has been a ‘traditionally stuffy industry’ full of jargon and complexity. She explains that sadly many people never seek advice, or just poor quality advice that leads to a bad and expensive experience. She is making it her mission to change that and make great quality advice accessible to all.
Rebecca is loves the great outdoors which has taken her to Scotland for the Three Peaks Challenge, Peak District, trek for CoppaFeel breast cancer charity through the Peruvian Andes to Machu Picchu and Skydiving.
She really looks forward to meeting you.