Rachel is known for her supportive, people‑focused approach and her commitment to helping clients make confident, well‑informed decisions.
She holds the Diploma in Financial Advice alongside the Certificate in Mortgage Advice and Practice, the Certificate in Regulated Equity Release and the Certificate in Long Term Care. Rachel specialises in mortgages, including later life lending and equity release, as well as protection planning.
Rachel’s approach is built around truly listening and understanding what matters most to each client, recognising that every situation is different. She finds her role most rewarding when she is able to make a genuine difference, whether helping someone purchase their first home or supporting clients in raising funds to enjoy a more comfortable retirement.
Check out Rachel’s VouchedFor profile here.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate legal advice.