She brings over 20 years of experience in Financial Services and holds the CII Diploma in Regulated Financial Planning.
Rachel takes a conversational, client‑focused approach, aiming to understand each client’s goals, circumstances and future plans as well as their financial details. She enjoys analysing strategies to optimise tax efficiency and costs and has extensive experience helping clients restructure complex or high‑cost arrangements to more suitable solutions.
Outside of work, Rachel is settling in with her two rescue kittens, learning Greek and travelling whenever she can. She once completed 11 trips to 10 countries in 12 months and has won an award for achieving the best Diploma in Financial Planning.
On her bucket list is cage diving with great white sharks.
