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
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