Beckie Modeley Trainee Financial Adviser

Working life

A key contributor and valued member of the paraplanning team and Innes Reid since 2023.

Beckie joined the Innes Reid team with a wealth of experience within the personal financial planning industry. As a qualified paraplanner Beckie is currently studying to achieve Chartered financial planner status.

Working alongside both the paraplanner and financial adviser teams here at Innes Reid she is responsible for preparing and maintaining our clients personal plans with exceptional care and detail.

Beckie has a passion for planning and her skills lie in organisation, detailed report writing and the financial planning process.

Home life

What is an ability you wish you had? To be able to talk to animals, mainly dogs.

What’s currently on top of your bucket list?  Visiting Japan and hiking Mt Fuji for sunrise.

What’s the one talent people would be surprised to know about you?  I’m not quite sure you could call it a talent but in my spare time I marry people as I am a Registrar.

Your karaoke song of choice? It’s got to be Shania Twain – Man I Feel Like a Woman.

Brown or red sauce?  I can take it or leave sauce, however I am partial to red with a bacon butty.

Go to comfort food?  Mac and cheese, always!

Best box set TV binge and why? It The Office, UK or American versions, both are great in their own ways. It’s easy watching and you can pick up at any episode.


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