RS

Rebecca Smith

Senior Estate Planner

E-MAIL
Rebecca.Smith@dunham-mccarthy.co.uk
EXTENSION
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Highly organised and reliable, Rebecca prides herself on completing tasks promptly.  Her professional and calm demeanour puts her clients at ease as she listens with patience and empathy.  Altruistic in nature, she puts clients’ needs front and centre.

Education and Biography

TRAINING

Since graduating from Keele University in 2005, Rebecca has had a successful career in school leadership and teaching English before embarking on a career change into estate planning.  Qualifying with the IPW in 2021, she is enthusiastic about learning more about the industry as she progresses with the company.

SPECIALISMS

Rebecca specialises in Wills, Trusts and Lasting Powers of Attorney but also contributes to business development alongside assisting with the production of informative literature for online content.  She provides estate planning advice to individuals but also makes presentations to larger audiences on varied aspects of estate planning.

HOBBIES

With eclectic tastes, Rebecca is equally at home getting immersed in a good novel or a rock concert! She has a keen interest in the dramatic arts and is involved in all aspects of a local amateur dramatics group, from treading the boards, to backstage and front of house.  Other passions include travel, history and anthropology on which subjects she watches copious documentaries.

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Meet The Team

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LIZZIE CARTLIDGE

Estate Planner

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URSULA MINSHALL

Head of Estate Planning

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LEWIS FULLER

Protection Adviser

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MARTYN HEATH

IT Manager

Contact Dunham McCarthy

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Home Leigh, New Garden Street, Stafford, ST17 4AG
enquiries@dunham-mccarthy.co.uk
01785 336222

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Regulated by the Institute of Professional Willwriters. Registered in England and Wales Company Number 08290617. 

Copyright © Dunham McCarthy 2022

Rebecca Smith

Rebecca Smith