Becky Haslam

Chartered Financial Planner

Becky places lasting client relationships at the heart of her approach, ensuring clients feel confident and informed about how their investments support their long term goals. She particularly enjoys adapting portfolios as clients’ circumstances evolve, making sure they continue to benefit from tax‑efficient opportunities and well‑structured financial planning.

A Chartered Financial Planner, Becky specialises in redundancy and retirement planning, providing clear guidance and reassurance at pivotal moments in her clients’ lives. With more than 30 years of experience as a financial adviser, she has supported clients through a wide range of financial planning decisions, helping them prepare for and navigate significant life transitions with confidence.

Becky joined Saltus in 2026 following the successful merger with Birchwood Investment Management, where she spent more than 20 years supporting clients with their financial planning needs. Her extensive experience and client-focused approach enable her to provide thoughtful, personalised advice tailored to each client’s circumstances.

Becky is committed to giving clients clarity and confidence, guiding them through key life moments with structured, long term planning.