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London office

Rebecca Platt

Investment Manager

I am responsible for managing private client, trust, charity and private pension portfolios, developing long standing client relationships with both the client and their intermediaries to help them achieve their long term goals. 

Rebecca is a member of the Chartered Institute for Securities and Investment (CISI).

She began her career in wealth management as a graduate trainee in our Birmingham office in 1997 before transferring to London in 2004 and has industry experience spanning 20 years.

In a previous life Rebecca rode motorbikes but is now kept on her toes being a mother and spending time outdoors with her dog.