Becky has been with Adcock since 2011, beginning her journey with us during her work experience at just 15!
Since then, she has worked as an administrator during her time at college and university before then beginning paraplanning while studying for her financial planner qualifications. Becky is an expert when it comes to cashflow modelling.
As well as her financial qualifications, Becky has a foundation degree in sport and exercise and is a personal trainer. This enhanced knowledge means she is an ideal financial planner for personal trainers and sports professionals.
In her spare time, Becky is incredibly active, doing aerial arts, going to the gym and taking her dog on walks.
When time allows, Becky loves to go away and see new places, whether that’s a city break, exploring the mountains or being by a sunny beach.
We work with some fantastic clients, who are delighted to share their stories with you.
“Great advice, flexible on times and locations, clear documented advice and proved it was independent and with our best interests. We feel well set up and clear on future plans to support unexpected events, our children and retirement.”
“Peter was incredibly helpful, patient and gave me guidance in a language I easily understood.”
“The advice was clear and concise and fully answered all my queries.”
“Peter and the team at Adcock Financial took time to understand my position and what I was trying to achieve. Peter and the team are friendly, accessible and most importantly were dedicated to meeting my needs in the best way possible.”
“Peter has been an enormous help to us. His knowledge and experience is very reassuring when making investment decisions, and we now have an investment portfolio, which we are confident he is keeping a close eye on, and a much better idea of pensions and financial planning generally.”
"Thank you Paul for everything you have done. I too enjoyed our conversations and thank you for the time you spent assisting me. I found you to be a very pleasant person with the highest levels of integrity, a true professional. You are a credit to Adcock Financial and I wish you and the company all the very best for the future."
“I really am very satisfied with Peter’s services and I have been using them for 19 years. He has always gone beyond the call of duty for us and has been an incredible support throughout this time. We will always be grateful to him.”
“Over the last 25 years we have been very satisfied with the quality of advice, assistance and service provided by Peter. He has guided us through many & various stages of financial planning with – in my opinion – great success.”