Rebecca Williams

Financial Planning Divisional Lead - Rathbones

London, UKJoined September 2026

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Biography

Rebecca is financial planning divisional lead at Rathbones, one of the UK’s leading wealth and asset management groups.

She joined Rathbones in 2024 after previously leading the financial planning team at Brown Shipley, advising clients on all aspects of financial planning.

Rebecca is a chartered financial planner, fellow of the Personal Finance Society and chartered fellow (financial planning) of the CISI (Chartered Institute for Securities and Investment).

Declaration of any potential conflicts of interest

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