Qualifications
About Rebecca
Since starting her career in financial services in 2012, Rebecca has accumulated a wealth of experience. In her role as a Paraplanner, she works with our advisers and the client services team to produce detailed financial reports for our clients.
In her spare time, Rebecca loves playing tennis for her local tennis team, as well as running and yoga. Like a lot of us, she also loves getting together with her friends for a drink or two.
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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