Rebecca Kowalski has worked in the Scottish IFA industry for more than 25 years. Much of this was as a technical paraplanner, a role in which she achieved three Paraplanner of the Year awards, in 2008, 2014 and 2016. Kowalski then moved into a compliance and management role, delivering T&C training and supervision to financial advisers, as well as mentoring less experienced paraplanners.
Inspired by her climate activist daughter, Kowalski has developed a huge interest in sustainable investing, because in her own words “it has, after all these years turned financial services from a job into a vocation. When you care passionately about something, you have to make sure you do it right”.
As a result in 2021 Rebecca decided to carve out time to launch her own sustainable investment consultancy, Overstory Finance, designed to help IFAs embrace sustainable investing and remove any hurdles that might prevent them from doing so.
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