Rebecca Scardarella
Operations Director, Compliance OfficerMy journey
I will have been in the financial services profession for 25 years and joined CBW in 2018.
I’ve worked as an administrator, personal assistant, paraplanner, and managed many teams at a variety of different businesses within the financial planning space. That includes large corporates like Barclays, Standard Life and BDO, to small start-ups.
My specialism is operations but also include compliance and regulation, pensions and people. I have been lucky enough to work with some amazing people who have helped shape my career and have given me the confidence to try new things.
My role is to look after the business and the people within it. And to make sure all our clients are looked after to the highest standards too.
What I enjoy most about my job
The variety and the people. I have to wear different hats on different days and sometimes from one call to the next.
About me
Contact us
CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357. Registered in England. Registered number is 3224548. Registered office is 10 Lower Thames Street, London, EC3R 6AF. CBW Financial Planning Limited is a related business of CBW 2022 LLP. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
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