Rebecca Dean

Paraplanner

About Rebecca

Since starting her career in customer services at Sesame Bankhall in 2012, Rebecca has gained considerable experience in Financial Services, most recently in Paraplanning and has been a member of the Technical Team at Robertson Baxter for five years. In her role Rebecca works closely with our advisers and the Client Services Team to provide technical support, undertake detailed research and analysis and create bespoke financial planning reports for our clients, as well as keeping up with industry trends and standards and studying for her financial services qualifications.

In her spare time, Rebecca loves spending time with her family and friends on the weekend. She has a two year old son called Jack, who is already sports mad and they spend lots of spare time playing football and cricket together and taking him swimming. Rebecca also enjoys playing tennis and is a member of the Marsden Ladies Tennis Team; she is also a slightly reluctant Huddersfield Town fan!

What others say about Robertson Baxter

In our recent survey 100% of clients view us as their trusted advisers for their financial affairs .

A client in West Yorkshire

88% of people in our recent survey believe working with us has had a positive and meaningful impact on their lives.

A client in West Yorkshire

96% of clients would recommend us to their family and friends

A client in West Yorkshire

Rebecca in the spotlight

On an ideal weekend, you can find me

At Center Parcs with friends

My favourite holiday destination is

Paris

My favourite song to play in the car is

Bruno Mars – Locked out of Heaven

The first album I bought was

Alanis Morrisette – Jagged Little Pill

If I could be any fictional character, I would be

Bobby Axelrod!!

If I could turn any activity into an Olympic sport, I would win a medal in

Binge-watching Netflix

The three qualities that draw me to new people are

A dry sense of humour, high energy, an interesting life experience

The three people at my dream dinner party would be

Ricky Gervais, Rylan Clark-Neal, Michaela Coel

Three things I haven’t done so far include

Route 66, Bali, Japan

Awards we’ve received along the way

2024 – Yorkshire Financial Awards

Winner - Financial Adviser Team of the Year

2024 – Yorkshire Financial Awards

Winner - Director of the Year

Joanne Vaughan

2024 – Yorkshire Financial Awards

Finalist - Director of the Year

Antony Barton

2024 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

Antony Barton & Gillian Shirt

2024 – Yorkshire Financial Awards

Finalist - Trainee of the Year

Luci Tinsley

2023 – Professional Adviser Women in Finance Awards

Finalist - Team Leader of the Year (small/medium firms)

2023 – Yorkshire Financial Awards

Finalists - Financial Adviser Team of the Year, Financial Adviser of the Year and Director of the Year

2022 – Professional Adviser Women in Finance Awards

Finalists - Role Model of the Year (small/medium firms) and Team Leader of the Year

2022 – Professional Adviser Awards

Finalist - Best Adviser Website

2022 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

2021 – Professional Adviser Women in Finance Awards

Finalist in 3 categories - Team Leader of the Year, Role Model of the Year (small / medium firms), Woman of the Year - In-house Adviser Support

2021 – Yorkshire Financial Awards

Winner - Rising Star of the Year

2021 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Professional Adviser Women in Finance Awards

Finalist - Financial Adviser of the Year - North

2020 – Professional Adviser Women in Finance Awards

Finalist - Woman of the Year - In-House Adviser Support

2020 – Professional Paraplanner Awards

Finalist - Paraplanner of the Year (In-house)

2020 – Yorkshire Financial Awards

Finalist - Customer Service Award

2020 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Yorkshire Financial Awards

Finalist - Rising Star Award

2019 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year