ESG Consultant

Rebecca
Kowalski

Chartered Financial Planner, FPFS, Cert ESG

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Introducing Rebecca

A leading light and diligent researcher across all themes, strategies and funds in the sustainable investing space… a pick straight from the top and another industry Fellow on board.

Rebecca joined the Becketts IMC in 2021 to help Becketts build its Resolve portfolios – designed for clients who wish invest in a global transition to a more sustainable economy, whilst being mindful of environmental and social challenges and opportunities. Sustainable investment is Rebecca’s specialist subject and is one that she is hugely passionate about.

What do you most like about your job?

I’ve worked in financial services for a long time and was looking for a new challenge when I started to become interested in sustainable investing. The more I learned, the more I became engrossed in this ever evolving and empowering area of finance.  I love to develop and share my knowledge and to apply it to achieve excellent outcomes for clients, as well as making a positive difference to environmental and  social concerns.

What are you most proud of?

I’ve won a number of awards in the finance industry, but would have to say I’m most proud of my Level C Football Coaching badge!  As a kid who always excelled at studying but wanted to have more interesting skills, such as sports or music, this is an achievement I never expected to get!  I coached 5 to 11 year olds at a very basic level for 5 years on some very chilly Saturday mornings and was a dab hand at putting up goal posts too!

What’s the best thing you’ve ever spent your money on?

A trip to New York with daughter and guitar where she took part in the annual Tartan Week celebrations, singing on an open top bus on 5th Avenue.  A totally unforgettable and unrepeatable set of memories.

Surprise us, something we don’t know about you?

I was once part owner of a bar/club in Turkey – it was called the Moonshine bar and was converted from a former cowshed!

A very professional service and excellent knowledge of financial markets, providing advice on a range of investments. What makes Becketts stand out is the ‘no hard sell’ approach or pressure in making any decisions immediately. Just good, honest advice.
Colin Cooper
Always a pleasure going to see the guys at Becketts. The six-monthly review covers all the questions I have, and the funds are performing very well. As usual, everything is explained in simple terms and a long term outlook taken when advising on potential financial decisions. Very happy with the service I get.
Simon Hartley
We have been using the team at Becketts for a few years now and recommend them heartily. An efficient and helpful service, which gives us great confidence that our investments are in very good hands.
Geoff Lawrence

Rebecca's likes

Rebecca's dislikes

Rebecca's top trumps

  • Sustainable Investing

    10
  • Global affairs

    10
  • Music knowledge

    9

The Becketts family