Wealth Management Team - Rebecca Davies | Financial Advice Cardiff

Rebecca Davies

Business Assistant

Our Business Assistant Rebecca is a level 2 Qualified AAT Accounting Technician and is currently working towards her level 3 part time.

Rebecca spends most of her time at Penguin speaking to clients, supporting the Business Manager with the daily running of the office, and assisting Advisers with their day to day tasks – whilst always learning new skills along the way.

Outside of Penguin Rebecca loves spending time with her partner, travelling when she can and eating peanut M&M’s!

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