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
On an ideal weekend, you can find me
At Center Parcs with friends
My favourite holiday destination is
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
If I could turn any activity into an Olympic sport, I would win a medal in
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