Rebecca Mothersole

Experience

I joined MDG in 2019 as a Trainee Financial Planner.  I am training and working as a Paraplanner, whilst I study towards gaining my Diploma and hopefully then reach Chartered Financial Planner status in the future.

My role at MDG is to support John, to ensure efficient tailored outcomes for our clients through effective research, attending client meetings and writing reports.  I enjoy the variety and creativity of meeting clients and helping produce bespoke solutions to their financial planning needs.