Pensions and Investments Paraplanner
Beccy has been with KBA for more than 14 years. She handles the processing of pension and investment cases and ongoing management of client portfolios, including technical analysis for any changes to their accounts.
Her role also includes submitting new applications to providers and cases to head office for compliance, speaking to clients and updating them on the progress of their cases.
Beccy enjoys spending time with her family, going on long walks, impromptu weekends away to her caravan and travelling to new places both in the UK and abroad.
She also loves going for meals out with her family and spending time with friends.
On an ideal weekend you can find me:
Outdoors having fun with my family then a nice restaurant for dinner. Ending the day with movie night/family game night. I love busy family weekends.
My favourite holiday destination is:
Cala D’or is a family favourite of ours we try to get there once a year. My husband and I also love Barcelona for a weekend away, just the two of us.
Sticky toffee pudding and ice cream
Three things that draw me to people:
Someone who is approachable, easy to talk to and a bit daft like me
The best gift:
I have three best gifts as I have my 2 beautiful children and also my husband bought me a car for my birthday which I love.
Three people at dinner party:
My mum, my sister and a chef to cook for us
Three things that make my day better:
My family, sunshine and laughter.
Three things I haven’t done so far:
I would love to travel to Bali. Swim with Dolphins. Pass all my exams!
Seeing how many shopping bags I can get from the car to the kitchen in one go