Qualifications
About Rebecca
Since starting her career in customer services at Sesame Bankhall in 2012, Rebecca has gained considerable experience in Financial Services. She has worked in the Technical Team at Robertson Baxter for eight years, gaining her Diploma in Regulated Financial Planning during this time. 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 to date with industry trends and standards.
Rebecca is a proud mum to five-year-old Jack and two-year-old Georgia. In her spare time, Rebecca loves spending time with her family and friends. She also enjoys playing padel and tennis and is a member of the Marsden Ladies Tennis Team. Rebecca 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 .
88% of people in our recent survey believe working with us has had a positive and meaningful impact on their lives.
96% of clients would recommend us to their family and friends
Rebecca in the spotlight
Registered in England & Wales number: 5847483 | VAT Registration Number: 159 4227 91
Robertson Baxter Limited is an appointed representative of Best Practice registration number 223112 which is authorised and regulated by the Financial Conduct Authority. https://register.fca.org.uk/s/search?q=223112&type=Companies
Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP. Registered in England and Wales No 04490633.
Robertson Baxter limited is entered on the FCA register under reference 1048570 https://register.fca.org.uk/s/firm?id=001Sk00000u7GayIAE
Guidance and advice is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
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