Rebecca Saxby Wealth Management

23/04/2025

Chatting to some fellow ladies in business next Wednesday about retirement planning 😊

Notebooks at the ready for this one!!! Let's find out all about wealth management and specifically how much we need to be able to put our feet up and live in Barbados! WOOOO HOOOOO

Becky will be covering...

How much money do you need to retire?

⭐ A look into what level of income you may need at retirement and how you can prepare for that.

⭐ Understand the types of retirement provisions you may already have and how and when you can access them.

⭐ Learn about the different products available to help plan for retirement.

Let's sort out our finances ladies!

27/03/2025

Yesterday’s Spring Statement gave clarification to rumours that the government is considering making changes to ISAs. 🤔Although for now, the ISA allowance is unchanged👍, the government are proposing a reform to encourage more people to invest rather than save. 💷This implies that the cash ISA limit could be cut✂️ but with the full ISA allowance available to Stocks & shares ISAs, which has been confirmed to remain at £20,000 until 2029/30.
Either way for now the ISA rules is unchanged 🤞so with the tax year end fast approaching make use of your ISA allowance before it’s too late.
🚨USE IT OR LOSE IT! 🚨😀😀

11/02/2025

Hi I’m Rebecca Saxby – Your Trusted Wealth Management Partner at True Potential! 🌟
Are you ready to take control of your financial future? Whether you're planning for retirement, looking to grow your investments, or need personalised financial advice, I'm here to help!
With 9 years of experience in the industry I can offer advice in Retirement Planning, Investments, Long term care funding and Protection needs.
As a Wealth Management Partner at True Potential, I bring expertise, dedication, and a client-first approach to every financial journey.
📞 Contact me today to schedule a consultation and take the first step towards financial freedom.
Rebecca Saxby Wealth Management Partner
01489 232323
07496406516

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.

14/01/2025

A mix of brilliant business women supporting each other in all areas of business :)

We're back for 2025! Join us on 29 January to hear from Jessica Shailes who will be helping us understand and attract our idea customers. This is a great topic to kick off the New Year so look forward to seeing you there.

02/01/2025

Wishing all my clients, colleagues and friends a Happy New Year!

03/12/2024

I'm at Wi******er Heights Care Home this Thursday 5th at 11am ☺️

Understanding Care Fees Funding

The last session of the year is this Thursday 5th December, 11am-1pm.

Our financial expert Rebecca Saxby Wealth Management will be available to offer advice on care fees funding.

29/11/2024

An enjoyable first of many business networking at Snowdrop Place Care Home - Barchester Healthcare. Thank you Laura Elgar for inviting me. Was good to meet up with other local businesses in the community.

28/11/2024

At Florence Court Care Home - Barchester Healthcare today at 2pm

Just a reminder that Rebecca our Financial Advisor for Care Fees Planning will be available in our home tomorrow from 2pm for our Bi-Monthly event.

Everyone is welcome and you will also be able you to enjoy hot drinks & cake in our Bistro.

To find out more about our beautiful home, please give us a call or visit our website:
☎️ 01489 555 900
🌎 https://www.barchester.com/home/florence-court-care-home

05/11/2024

Looking forward to helping those with Later life planning needs on Thursday 11am at Wi******er Heights Care Home

Understanding Care Fees Funding

Please join us this Thursday 7th November, 11am-1pm. The clinics are held on the 1st Thursday of every month.

Our financial expert Rebecca Saxby Wealth Management will be available to offer advice on care fees funding.

04/11/2024

What does your retirement provision look like? Do you have multiple pension policies from different jobs over the years? 🤔 It can be a hassle to keep track of them all, and you might be missing out on better investment performance, lower charges, and easier administration.
I specialise in helping people consolidate their pensions into one easy-to-manage plan. Here are some key benefits:
✅ Improved Investment Performance: Maximise your returns by consolidating into better-performing funds.
✅ Lower Charges: Reduce fees and save more for your retirement.
✅ Ease of Administration: Say goodbye to the confusion of managing multiple accounts.
If you’d like to look into your retirement provision, please contact me 📞 The initial meeting is at no cost to you, let’s see if we can simplify what you have.

07496406516
[email protected]