Rachel began working in Financial Services in 2022 after making a career change. Starting as an administrator, she progressed into a paraplanning role before becoming a Financial Planner. Prior to her move into the industry, Rachel worked as a military contractor for an aeronautical university, where she supported higher education programmes for U.S. service members across Europe and the Middle East.
Rachel’s role involves crafting tailored financial plans to help clients achieve their goals with confidence and clarity. She particularly enjoys guiding clients through major life transitions, offering reassurance and practical solutions during challenging times. Her focus is always on understanding each client’s individual needs and delivering advice that is both clear and empowering.
Outside of work, Rachel enjoys trail running with her husband and their dog, as well as reading and travelling whenever she gets the chance.
