Rachel brings well-rounded experience, having progressed from administration to paraplanning and then into financial planning, with a broad and practical understanding of the entire advice process.
She is a Chartered Financial Planner, a Fellow of the Personal Finance Society (PFS) and an accredited member of SOLLA (Society of Later Life Advisers), reflecting her commitment to the highest professional and ethical standards.
Rachel specialises in creating tailored financial plans designed to give clients clarity, confidence, and peace of mind. She has a particular focus on later life advice, including retirement planning, long-term care funding, and equity release. She particularly enjoys supporting clients through significant life changes, providing practical guidance and reassurance when it matters most.
Outside of work, Rachel enjoys trail running with her husband and their much-loved dog, Hamilton, as well as reading and travelling whenever she gets the chance.
