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.

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.

Tony White

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.

Peter Deane

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.

Annie Plastow

I live on the border of South Warwickshire and the Cotswolds with my young family, where we enjoy life in the countryside and on our smallholding. I am a keen horse rider and share this passion with my children. Outside of work, I spend as much time outdoors as possible — whether horse riding, supporting my son’s football team, or walking our dogs.

My career has followed a varied and rewarding path, including roles at an agricultural college, managing projects within a local charity, and running my own forest school business. While each role has been different, the common thread has always been supporting, guiding, and educating people.

I am passionate about helping clients make confident and informed decisions about their estate planning. I understand that these conversations can sometimes feel daunting, and I take pride in providing a friendly, supportive and professional service where clients feel comfortable and at ease.

By taking the time to listen and understand each client’s individual circumstances, I aim to build trusted relationships and ensure that every client feels supported throughout the process.