Rebecca Robertson is an award winning author, TedX speaker, founder and Independent Financial Adviser with 20 years’ experience in financial advice.
I’m passionate about empowering women to take control of their finances, gain confidence in planning their financial future and creating structures and processes for you to succeed.
I will debunk the jargon, make it understandable and tailor my services that best suit your needs.
Ways to work with me...
A group membership to help empower you to create your financial future
The Wealth Accelerator Programme
Craft your wealth plan and take your business to the next level
Work with me on a bespoke 1-2-1 package that will be crafted to your goals
A Mum, Wife, Horse Owner...
I'm just like you!
I know and understand how busy life is and how having so many conflicting priorities can make achieving anything future-planning related seem impossible!
I am Mum to two beautiful children, love to walk the dogs, care for my horse and spend time with my loved ones. I have seen so many women fall into the trap of defaulting their future planning to a spouse, or even worse relegating it to the “another day” pile. Get in touch with me today if this resonates with you – I can help, and you will feel empowered and confident about your finances as a result.
Proud to be an award winner!
I'm proud to have won a number of awards including:
- Financial Advisor of the Year at the Women in Finance Awards 2019
- Role Model of the Year at the Women in Financial Advice Awards 2019
- Customer Service Winner at Kent Women in Business Awards, 2015
I am also The Times Vouched For Top Adviser for 2019 and am so proud to have received a rating of 4.8 out of 5 from 37 reviews professionally verified on the www.vouchedfor.co.uk site.
I was also so pleased to be awarded the role model of the year award at the 2019 Women in Financial Advice awards – and the judges feedback was fantastic:
" “The judges praised a stand-out entry from an adviser, business owner, mum, author, presenter and mentor – a talented leader and a very positive role model”.
Warm, kind, funny, down to earth - intelligent - Rebecca is incredible! She helped me to completely grow up around money. I had the mindset in place, what I needed was someone who could treat me like a financial adult - and that is what Rebecca has done!