The Adviser Incubator: Meet graduate Rebecca Penny

What was your career history before you took part in the incubator programme? Penny explains her work "has always been within financial services and client facing" – she is now fostering financial and people skills, which have strengthened over a 20-year Private Banking career and pivoting into work at her new Norwich-based advice firm, Planit Financial.   "It was bespoke relationship management, looking after a portfolio of corporate clients, really detailed financial analysis, looking at the business, management information, managing risks, securing the banks risk position, seeking f...