Rebecca Smith
Client Services
Work
Rebecca began her career in project management and IT business analysis, working in financial services with organisations including Deloitte & Touche, PayPoint and Rebus, as well as in the education sector.
After moving into administration and operations roles to fit around family life, she returned to financial services in 2024, retraining as a financial planner and achieving her Level 4 Financial Adviser Diploma. She joined a client services team in 2025 before moving to GPFM in March 2026, where she continues to build her experience in financial services administration.
Qualifications
Rest and play
Outside work, Rebecca loves getting creative by making jewellery, painting, collaging and creating her own artwork. Dancing is another big passion, from day discos and concerts to parties and her weekly salsa class.
She also enjoys walking her dog, spending time with her daughter when she’s home from university, and catching up with friends and family. Rebecca loves exploring, learning and getting involved in new experiences.
We asked Rebecca...
One question before you go…
How much is enough? Paul Armson’s new book explores that question not just financially, but in terms of our time, ambitions, relationships and the life we want to lead. We think it’s the perfect tool to help you get more from financial planning.
Fancy a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk
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