Rebecca Saxby - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly successful True Potential group of companies, I’m committed to delivering good quality financial advice to ensure better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. Since becoming an adviser, the most rewarding part has been helping clients achieve their financial goals that are important to them.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business, or leaving a legacy to your loved ones, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. As a financial professional, I take pride in offering simplified advice and help clients cut through the jargon, enabling them to understand the opportunities that are available to them.

Over the course of my 8-year career, I’ve helped and advised individuals and families reach their personal financial goals. After receiving my Level 4 Diploma for Financial Advisers from the London Institute of Banking & Finance, I became a qualified adviser and later pursued a further professional certificate in Long term care fees advice planning. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.

A true fitness fanatic in every way, I enjoy spending time running and exercising.

Rebecca Saxby Financial Adviser

Areas Served

  • South England

Rebecca Saxby - Financial Adviser

Rebecca Saxby - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly successful True Potential group of companies, I’m committed to delivering good quality financial advice to ensure better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. Since becoming an adviser, the most rewarding part has been helping clients achieve their financial goals that are important to them.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business, or leaving a legacy to your loved ones, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. As a financial professional, I take pride in offering simplified advice and help clients cut through the jargon, enabling them to understand the opportunities that are available to them.

Over the course of my 8-year career, I’ve helped and advised individuals and families reach their personal financial goals. After receiving my Level 4 Diploma for Financial Advisers from the London Institute of Banking & Finance, I became a qualified adviser and later pursued a further professional certificate in Long term care fees advice planning. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.

A true fitness fanatic in every way, I enjoy spending time running and exercising.

Areas Served

  • South England

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Rebecca Saxby - Financial Adviser

"We have been using Rebecca for 5 years now and are very happy with the ongoing service we receive from her. She is always very professional and approachable and is always more than happy to answer any questions we may have. Rebecca delivers our annual review in a very clear and concise manner, and we have never felt pressured into buying any product from her. While it is a shame that the current global financial situation still poses a challenge, Rebecca only ever wants the best for her clients and can be counted on for her speedy and trusted advice."

My clients say...

Rebecca Saxby - Financial Adviser

"As I was approaching retirement I was conscious that I needed help with the various pensions I had accrued over the years throughout my employment. I started to contact financial companies of various sizes and was quite surprised how aggressive they are in terms of securing your business. I eventually found Rebecca who was completely different. Friendly, helpful, far from pushy and perhaps more importantly, very knowledgeable. When I eventually met Rebecca I was absolutely certain that she would be the perfect person to rationalise my pensions. Four years on, my impression of Rebecca has been justified: My pensions are rationalised and I’m extremely happy with the way my finances are being handled in my retirement years. I would recommend Rebecca to anyone and indeed have! They too are delighted with her involvement."

My clients say...

Rebecca Saxby - Financial Adviser

"Rebecca has been a star to say the least. We have always found it difficult to navigate our way through the minefield of financial services to find the best way that works for us but Rebecca has gone above and beyond to achieve just that. With a professional and detailed approach she has put my mind well and truly to rest and taken all the worry out of our hands. Rebecca has even visited us at home at a time that suited us. We really couldn’t recommend Rebecca enough."