Rachel Selby
BA(Hons), DipPFS
Financial Adviser with True Potential
I am a qualified financial planner with 17 years of experience, specialising in investments, pensions and tax planning advice. As a partner of True Potential Wealth Management, I provide tailored financial planning that reflects each client’s individual circumstances, goals, and values.
I take a pragmatic, evidence-based approach to financial advice, helping clients make informed decisions to build long-term security and confidence in their financial future. Whether you're planning for retirement, investing for growth, or structuring your finances more efficiently, I aim to deliver clear, personalised solutions that evolve as your needs change...
"One plan does not suit all" — and I work closely with my clients to ensure their financial strategy is aligned with what matters most to them, adapting over time to support every stage of life.
My focus is on building lasting relationships based on trust, transparency, and consistent results. I’ve also been recognised within the industry as a finalist for the Professional Adviser Women in Financial Advice Awards 2024, for my work in delivering outstanding service and results.
In my spare time, I enjoy walking in the beautiful North West with my family, particularly in the Lake District which is right on our doorstep. I also take part in local charity events and regularly support fundraising efforts for causes close to home.
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
