In this series, Professional Adviser speaks with graduates of The Verve Foundation’s Adviser Incubator education programme. Today, it’s IFA Rebecca Bonner speaking with Isabel Baxter…
What was your career history before you took part in the incubator programme? When Bonner left university, she worked in private client tax for an investment firm Nelson Money Managers initially and then moved to accountancy firm Sagars in Leeds where she qualified as a Chartered tax adviser. After that, Bonner retained as an IFA from 2016 at a medium sized firm and was there for just over five and a half years. She now runs her own directly authorised firm Cove Financial Planning in Ilkley. What initially attracted you to the incubator programme? Bonner had been directly auth...
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