The Private Office makes new appointment

Rebecca Bonner joined The Private Office in Leeds this week.

Formerly a private client tax specialist at Sagars in Leeds, Rebecca joins The Private Office as a trainee financial adviser on the firm’s new IFA training programme.

Looking to broaden her knowledge and experience wider than pure tax advice Rebecca will re-train as a financial adviser and will focus on business development drawing on her impressive reputation in the region and the contacts she has built to date both locally and nationally.

Alistair Callander, Chief Exec at The Private Office commented “We are excited to welcome Rebecca to the firm and are delighted she has chosen to join us. With her wealth of high net worth personal client experience, extensive tax knowledge and many qualifications, including being fully STEP qualified, she has the key attributes to becoming a successful adviser at The Private Office”

Rebecca commented “Having made the decision to change career, I am delighted to be joining The Private Office.  The support that the training programme offers will be invaluable to help with the transition from tax adviser to financial adviser. The Private Office provide a professional, well organised and friendly service with client care at its centre and I am very much looking forward to being a part of the team.”

Rebecca will be one of three trainees starting the firm’s new comprehensive four stage training programme which will develop an employee from a starting point of a trainee adviser through to a Chartered Independent Financial Adviser.

The Private Office are also looking to start a Graduate Programme later in the year in line with local universities and envisage taking two graduates a year.