In this series, Professional Adviser speaks with graduates of The Verve Foundation’s Adviser Incubator education programme. Today, it’s IFA Rebecca Penny speaking with Hope Coumbe…
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...
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