Becky Womble

Financial planner

Professional:

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.

Personal:

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.

Qualifications:

  • Chartered Insurance Institute – Level 4 Certificate in Paraplanning – J09 – Paraplanning
  • Chartered Insurance Institute – Level 4 Diploma in Regulated Financial Planning
  • R01 – Financial Services Regulation and Ethics
  • R02 – Investment Principles and Risk
  • R03 – Personal Taxation
  • R04 – Pensions and Retirement Planning
  • R05 – Financial Protection
  • R06 – Financial Planning Practice

Becky in the spotlight

Top