About Us

Our founder and directors is a qualified Chartered Accountant and hold the status FCCA - Fellow members of the Association Of Chartered Certified Accountancy (ACCA). She started off working in the Financial Services industry in the insurance sector, then moved on to wealth, followed by healthcare insurance and construction industries.

 

One of the major highlights was when she took on the Solvency II project when it was introduced in the financial service industry. She was in charge of setting up and implementing pillar III.  To simplify, when reporting your financial statement you have IFRS, Local GAAP - Solvency II is an addition to this in the financial service sector.

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She decided to broaden her industry knowledge and therefore joined one of the biggest companies in the construction industry as a Lead Hub accountant doing statutory accounts for one of the UK entities and looking after Sweden and Poland ensuring the quality of financial statements at country level. She is a highly motivated, enthusiastic individual who always looks for opportunities to learn and develop herself, she continues to enhance her strong analytical and organisational skills in financial governance and reporting. Rebecca is not only passionate about finances, she is passionate about helping people understand their finances and make better life decisions.

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She has always been passionate about financial Coaching, and has been coaching friends and family for most of her life.  Realising that most people can benefit from financial coaching she decided to start helping people on a part-time basis. She believes that everyone has potential in achieving their financial success. Whatever success mean and it could be building investment, starting a business, spending time with family, travelling

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There is a big difference in knowing where your money goes, how it works for you than just living your life month by month without deep diving into your Finances. Rebecca is here to challenge, motivate and keeping you accountable so that you can invest in yourself by working on your money beliefs with no judgement.

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Just to add on, as you might have noticed already, She do love a challenge therefore She is currently a  student at Oxford Brookes doing her MBA due to submit her final design project in January 2024. When asked, How she was finding the MBA programme. Rebecca said , " If you are wondering what is the next thing for you. Invest in yourself and you will be surprise how many answers you get"