Becks joined PWM in 2026, having previously run her own Partner Practice after qualifying through the St. James's Place Financial Adviser Academy. She holds a Diploma in Regulated Financial Planning with the Chartered Insurance Institute. Becks graduated with a First Class Honours degree in Business Management and Finance, and brings a strong understanding of both business and family life to her role as a Financial Adviser.
Coming from a family of business owners, Becks has first-hand experience of the opportunities and challenges that come with running a business. Before entering financial services, she worked within her family’s business, giving her a practical understanding of the demands of entrepreneurship and the importance of balancing business commitments with family life. She uses this experience to build genuine relationships with clients and provide advice that reflects their individual circumstances and long-term goals.
A particular area of interest for Becks is financial education. She is passionate about making financial planning more accessible and has delivered financial education talks to local schools. She is especially passionate about helping to close the financial literacy and wealth gap for women, encouraging women to take an active role in their financial futures and highlighting the importance of having pensions and investments held in their own name.
Outside of work, Becks is actively involved in youth sport through her young family and is Vice Chairman of her local football club. She enjoys being part of the local community and supporting opportunities for young people to get involved in sport.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.