Hello my name is Rebecca. I am the owner of Iform.

 

​I have been helping clients for 18 years to create lasting, memorable legacies for their families, businesses and the people they care about the most.

My approach is that of planning a trip of a lifetime, a wedding or other major life event. This is about living and not dying. Planning should be about hope, love, inspiration, satisfaction, happiness, security and the feelings we hold for our loved ones.

With a background in Psychology and long standing career in Financial and legal Services I am well known as a great listener, and for my understanding, empathy, experience and personable approach.

​I started my business to offer a refreshingly different approach to what has been a ‘traditionally stuffy industry’ full of jargon and complexity. Sadly many people never seek advice, or just poor quality advice that leads to a bad and expensive experience. I’m making it my mission to change that and make great quality advice accessible to all.

*In association with Countrywide Tax & Trust Corporation Limited, Kenilworth, Warwickshire, which is a huge benefit to my clients.

 

Finally I’m also known for my love of the great outdoors which has taken me to Scotland for the Three Peaks Challenge, Peak District, trek for CoppaFeel breast cancer charity through the Peruvian Andes to Machu Picchu and Sky Diving.

 

​I really look forward to meeting you.  

my adventures 

charity 

I've raised many thousands for this charity who are very close to my heart.

Me

Estate Planner

Founder &

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