Get to know Rebecca
I joined Citywide in August 2026 as a Client Services Executive. I support our advisers by preparing for client meetings, carrying out analysis and producing recommendation reports. I particularly enjoy getting to know our clients and I’m always happy to help with any queries.
I graduated from the University of Surrey with a degree in Economics and Finance. Before joining Citywide, I worked in private banking, supporting high-net-worth clients with investments, lending and account administration. I then moved to Thomson Reuters, where I worked in a data operations role.
I am currently working towards the CII Diploma in Regulated Financial Planning and have recently passed the R02 Investment Principles and Risk exam.
Outside of work, I enjoy running and tennis, as well as spending time with friends and family. I recently completed the Brighton Marathon in aid of WWF and previously represented Great Britain as an international dressage rider.
