Becky Furber
DipFA
Becky joined St. James's Place in 2021 as a fully Diploma qualified adviser and after much hard work, is now close to completing her studies to become a Chartered Financial Planner – something that will enhance the quality of guidance she already offers to her clients. Prior to this, she spent over two decades in senior roles within operations and the hospitality industry, demonstrating a strong background in working with people from all walks of life.
Becky has a friendly and approachable manner, and prides herself in actively listening to the needs of her clients, ensuring she gains a deep understanding of their goals and priorities, as well as cultivating long-term working relationships that enable her to provide financial planning advice at all life stages.
She advises on many aspects of wealth management including savings and investments, retirement planning, and asset preservation, but has a particular passion in offering straightforward answers to the intricate issues of Inheritance Tax and Estate Planning – she definitely believes in making your money work smarter, harder and more tax efficiently for you, and for future generations.
Specialisms: Inheritance Tax
About
Based in Ellesmere, Shropshire. Becky is well situated and looks after clients around Shrewsbury, Oswestry, Cheshire, North Wales, Stoke-on-Trent, Stafford and other parts of the Midlands.
Outside of work, Becky is an active member of a netball team and relishes spending her leisure time with her husband James and their son Oliver, which often involves shuttling around Shropshire for her son’s football training and matches!
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
