Rachel Selby - Financial Adviser

Hi, I’m Rachel Selby, a well respected financial planner & trusted partner of True Potential. I’m passionate about what I do and love to help people get the very best out life with holistic financial planning.

There are few things in life that you can rely on “luck” for. So why do so many of us leave our financial futures up to chance? While luck may bring temporary success, the power of proper financial planning can help secure your long-term financial future.

With my guidance, you can learn how to better manage your money and make the right decisions to build a stable future for you and your loved ones.

Don’t leave your financial future to luck, together we can take control and plan for the life you’ve always wanted.

Rachel Selby Financial Adviser

Areas Served

  • North England
  • North West England
  • Cumbria

Rachel Selby - Financial Adviser

Rachel Selby - Financial Adviser

Hi, I’m Rachel Selby, a well respected financial planner & trusted partner of True Potential. I’m passionate about what I do and love to help people get the very best out life with holistic financial planning.

There are few things in life that you can rely on “luck” for. So why do so many of us leave our financial futures up to chance? While luck may bring temporary success, the power of proper financial planning can help secure your long-term financial future.

With my guidance, you can learn how to better manage your money and make the right decisions to build a stable future for you and your loved ones.

Don’t leave your financial future to luck, together we can take control and plan for the life you’ve always wanted.

Areas Served

  • North England
  • North West England
  • Cumbria

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.