Qualifications
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 .
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 directly authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration Number: 462209
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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