Rebecca Evans

Head of Operations

telephone 0333 443 1066

Location: 

  • Administration Centre (Yorkshire)

Specialisms:

  • All aspects of making sure our back-office systems and processes provide the most useful and timely information as possible for clients, the advisory team and the directors.

Works with:

  • All members of the team
  • Executive support to Paul C

General:

Rebecca makes sure that Investment & Retirement Solutions Ltd ‘works’, ensuring our operations centre runs smoothly by sharing, applying and managing her knowledge of the financial services industry, product providers and suppliers for the benefit of our clients and our team.

With huge amounts of experience Rebecca, knows exactly where the weakness are in the armour which so many financial product and investment providers hide their customer support and service in. Rebecca is totally focused on making sure we exceed client expectations and manages the whole team to achieve this.

In addition to the ‘clever’ systems stuff which Rebecca is responsible for, she is also executive support and adviser support to Paul C.

Whilst she has been known to venture into urban areas, a committed countryside dweller, Rebecca and her menagerie of pets live in a beautiful hamlet by the side of a sea loch on the northern reaches of the Scottish Highlands Atlantic coast – the proverbial middle of no-where

Rebecca is at her most relaxed stomping around the highlands with her cocker spaniel, ideally, somewhere without a mobile signal!

Authorisation:

This member of staff is NOT authorised to provide regulated financial advice

independent financial adviser

fancy a cuppa?

Investment & Retirement Solutions Ltd is authorised and regulated by the Financial Conduct Authority

Registered in England & Wales (6884783) at Ransom Hall, Ransom Wood, Nottinghamshire, NG21 0HJ

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