Rachael is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth management solutions for our clients and handling client queries. Rachael has worked in the industry for over 10 years, bringing with her a wealth of knowledge and experience.

• Investment Advice Diploma
• Certificate in Financial Planning

• The Chartered Insurance Institute (CII)
• The Chartered Institute of Securities and Investment (CISI)

Knowing and understanding our clients and their unique journeys – what is important to them and what has shaped their outlook on life – and helping them to find ways to make the most of their wealth is the most rewarding part of my job.

I am a people person. Meeting new people and building relationships is something that comes naturally to me.

We are all working towards our shared goal of providing the highest level of service for our clients. We look after each other and we always do the right thing.

Socialising with friends and family. My partner says that wherever we go, I am the one that always ‘makes a friend’.