Becca is a St James’s Place Academy Graduate who started with Gilson Gray Financial Management in July 2020. She builds long term relationships with her clients by being approachable and empathetic . Becca works closely with all clients to provide holistic financial planning advice and puts her clients at the centre of every decision.
Despite originally being from Edinburgh Becca has spent the last 7 years in Sydney, Australia. Working for AIA Australia she had exposure to the international financial market where she specialized in life assurance and protection products. She has a passion to ensure all individuals have optimum financial wellness and believes this is achieved through health, wealth, and happiness. She loves meeting new people to understanding their own specific needs and aims to be an advisor who helps navigate her clients through all of life’s financial milestones.
When not at Gilson Gray Becca can be found doing any number of crazy fitness activities. These include running in the Pentlands with her dog, practicing her handstands in a yoga class or pretending she is in the CrossFit games at her local gym. Becca is here to help whatever your situation and wants to build meaningful relationships with her clients for life.