Rebecca Hoe

Rebecca joined Perspective (Cockburn Lucas) following the acquisition of Cockburn Lucas IFC Ltd, bringing with her more than 30 years of experience in financial services and a genuine passion for helping people make confident decisions about their future.

Over the course of her career, Rebecca has worked as both an Independent Financial Adviser and a Wealth Planner within a large private bank. These experiences have given her valuable insight into the different challenges and aspirations people face throughout their lives, allowing her to provide thoughtful, personalised advice tailored to each client’s unique circumstances.

Rebecca is currently working towards Chartered Financial Planner status as part of her ongoing commitment to professional development. She supports clients across all areas of financial planning, with a particular focus on retirement and investment planning, helping them create a future that reflects their goals, values and ambitions.

What Rebecca enjoys most is getting to know her clients and building long-lasting relationships with them and their families. She believes financial planning is about much more than numbers. It’s about providing reassurance, clarity and support, helping clients feel secure and confident as they navigate life’s opportunities and challenges.

Outside of work, Rebecca enjoys walking, staying active at the gym and making the most of her time outdoors.