About
Rebecca Williams
Rebecca joined Rathbones in 2024 and leads a Financial Planning division based in London.
Previously, Rebecca led the Financial Planning team at Brown Shipley and advised 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.
Media articles I’m quoted in
Pensioners hit with £8bn tax bill after government freezes allowances
City AM | July 2026
DWP £10,000 earnings rule under Andy Burnham with 22 million benefitting
Birmingham Live | July 2026
UK households urged to make 3 tax checks before Andy Burnham becomes PM
Leeds Live | July 2026
Retirement warning issued for millions born between 1965 and 1980
Birmingham Live | June 2026
Rathbones warns millions risk falling short of retirement expectations
The Intermediary | June 2026
Millions risk stumbling into a retirement they do not want, warns Rathbones
IFA Magazine | June 2026
Millions risk stumbling into a retirement they do not want, warns Rathbones [£]
Headlinemoney | June 2026
Millions make retirement trade-offs to fund children and grandchildren's university costs
Professional Adviser | June 2026
Millions make retirement trade-offs to fund university costs, research finds
Workplace Journal | June 2026
Pension blow for millions as parents sacrifice retirement savings to fund children's university costs
GB News | June 2026
Fewer than one in 10 Britons to secure ‘comfortable’ retirement, report says [£]
Financial Times | June 2026
Retirement warning for Brits born between 1965 and 1980 - 'most at risk'
Express.co.uk | May 2026
Property rich, pension poor: Gen X ‘sleepwalking’ into retirement shortfall
IFA Magazine | May 2026
Over 50s 'sleepwalking' into pension disaster as Gen X face 'less financial security'
GB News | May 2026
Gen X faces retirement shortfall despite higher buy-to-let ownership – Rathbones
The Intermediary | May 2026
State pensioners set to lose £42,700 each after DWP eligibility change
Birmingham Live | May 2026
Gen Z could lose almost £70,000 in state pension as retirement costs soar
Professional Paraplanner | May 2026
DWP making 'elephant in room' change which could cost state pensioners £69,000
Birmingham Live | May 2026
State pensioners set to lose £69,900 each after state pension age change
Express.co.uk | May 2026
State pension warning as millions of over-40s could miss out on £42,700 in payments
GB News | May 2026