About Rebecca Stein

Rebecca has worked in the financial services industry since 2011. For the first part of her career, Rebecca worked for a company that provided investment and custody solutions to Investment Managers. It was during this time spent with the Investment Managers, that Rebecca took an interest in the stock market and so she decided to join Charles Stanley a few years later.

Rebecca is qualified in the Level 7 Chartered Wealth Manager Qualification; this is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients.

About Charles Stanley Wealth Managers

Charles Stanley is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice at every stage of your financial journey. Working with individuals, charities, institutions and professional advisers, they have created financial security for many tens of thousands of people.