Rebecca Harris

Rebecca has been with Wren Sterling since 2009 working closely with professional connections and corporate consultants to provide holistic advice to business owners, Directors and their employees. With over 15 years’ experience in financial services, Rebecca offers a very personal and bespoke approach to meet clients’ needs and ensure that both their business and personal objectives are met.

Business succession planning, retirement planning, inheritance tax planning, wealth management and personal protection are key areas in which Rebecca provides advice for clients.

Rebecca also holds the specialist qualification to advice on long term care planning, providing appropriate advice and financial plans for those facing the difficult decisions that care provision entails and guiding both clients and their families towards the most appropriate solution.

Rebecca Harris