Qualifications
Chartered Financial Planner
Getting to know Becky
Worked in a local law firm for approx. 2.5 years as a legal secretary/pa before joining BW Medical as Practice administrator for 7 years.
Day to day tasks include meeting and greeting clients, working alongside the client service team to provide support to our financial planners, office stock take and purchasing, client onboarding, maintaining the office health and safety schedules and anything else that the staff or the office requires.
Becky in the spotlight
Meet the team
Take a look at our team of experts who – quite frankly – are extraordinary at what they do.
Get in touch with us
We'd love to hear from you and explain all about our services over a cup of coffee. Get in touch today.
Money Penny Wealth Management Ltd
18 Riverside Studios
Amethyst Road
Newcastle Business Park
Newcastle upon Tyne
NE4 7YL