Hello my name is Rebecca and I am the Founder of Iform.
I have been helping clients for 20 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.
Sonal Tanna FCCA
My name is Sonal Tanna and I am a qualified Accountant by profession. I am married and have two lovely boys who I am very proud of.
I love the accountancy field as it can be so varied. Having always worked in Financial Services, I have a broad understanding of this field. After qualifying, I worked for Lloyd’s of London as a Syndicate Accountant covering many different areas of Insurance. From there I progressed to Group Pensions Accountant for Tomkins PLC, where I learned about all things pensions related. I also have an odd love of all things tax!
Although I loved working in the industries, what always niggled me in life was how many women I knew, had no clue about their own finances. They left all things financial to their partners to deal with. If the unfortunate happened and their partners passed away, they would have no idea of how to deal with the situation. It became my goal in life to educate and provide solutions to women and to empower them with the right advice to plan their finances and encourage their partners to get involved too.
Rebecca and I share many same visions so it is a privilege to work alongside someone who is able to help me actively promote these values too. My husband always supports me in all my endeavours and encouraged me to apply my financial acumen (that he nurtured) and join Iform.
Outside of work, I like to go on long country walks and support Macmillan Cancer Support when I can. As I also love cooking, I am always being sent new recipes to try by friends and am usually found trying them out whilst listening to ‘Desert Island Discs’! I am fascinated by peoples’ lives and why a particular song is special to them. I love to listen to where their life story has taken them. This, I find, is a good attribute for an Estate Planning Consultant. The ability to listen, to empathise and to understand what the client needs.
I’m married with a son and 2 young grandchildren, and enjoy golf, gardening, and caravanning. I have over 35 years’ experience advising clients in the Northwest of England have a passion and enthusiasm for helping clients. As an ex Financial Adviser, I recognise the shortfalls and gaps in planning that are essential to give my clients rounded advice, and to address what is probably the biggest need in their lives.
Hello, I'm Peter, married with two grown-up boys and living in West Sussex.
I've had a successful career in Financial Services in various commercial roles with some of the biggest and most famous Companies in the Sector.
Throughout my career, I've been focused on understanding and meeting customers' needs.
I've built on this experience and knowledge to qualify as a Certified Financial Coach. In this role, I'm focussed on helping people get better with money (whatever that means to them). I provide financial education and coaching, improving knowledge and building better habits. I use a simple and accessible service, removing complexity and jargon and empowering people to take control of their money and finances with confidence. As an Estate Planning Consultant with iform I use my coaching skills to help people develop plans and strategies to manage their wealth and provide safe, secure, and lasting legacies for their loved ones.
I'm interested in most sports, particularly football, and am a lifelong supporter and season ticket holder at Brighton and Hove Albion. I like walking and keeping fit with regular visits to the gym. I also enjoy travel and cooking.
I've raised many thousands for this charity who are very close to my heart.
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