Rebecca Saxby

Financial Adviser with True Potential

Hedge End, Hampshire

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 9-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.

Qualifications
  • Level 4 Diploma for Financial Advisers - London Institute of Banking and Finance - 26/11/2015
  • Level 3 Certificate in Long Term Care Insurance - London Institute in Banking and Finance - 09/08/2018

My Services

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

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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 provide innovative investments

£33 billion
Invested with over 550,000 clients

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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.

We build revolutionary technology

8 million
Over 8 million logins in 2023

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Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

How can I help you?

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Client testimonials