Becky Guy

Independant Financial Planner

07429018302

WIBN Groups

Biography

As an independent financial adviser, the most important aspect of financial planning for me is really getting to know and understand the needs and aspirations of every person I work with. It isn't about blinding you with science, talking in jargon or making you feel you don't have a clue, it's about getting you to a place where you understand what your financial needs are and what you need to do to have the future you want.

I believe everyone can benefit from financial planning and that you are never too young or too old to start. A good financial review will encompass all aspects of financial life and is inter-generational, starting from junior ISA’s to inheritance tax planning.

My expertise is in holistic, goal based planning, explained 'in plain english'. I have over 20 years experience covering the following areas:


Retirement – saving for retirement, taking retirement, pensions, annuities, hybrid solutions
Investments – tax efficiency, inflation proofing, diversifying from cash holdings
Savings – for longer term goals, children, grandchildren, tax efficiency