Rachel is a fully qualified independent financial adviser with over 15 years’ experience in the retail banking and financial services industry. She is based in Stevenage but covers Essex and Herts. Most recently having worked for NFU Mutual, Rachel has enjoyed a successful career delivering a highly personable and enthusiastic approach to a vast range of clients and their circumstances.
She excels at making the complex seem simple and really being able to get to the heart of your motivation and aspirations. Rachel’s main aim is to form strong and lasting relationships with clients throughout their lives, making sure they always have the best solution whatever their needs may be.
Also a qualified mortgage adviser, Rachel is working towards her chartered qualification and hopes to have completed this in the next few years in order to further advance her technical knowledge.
Rachel has a son and 3 step-daughters, plus an ever growing array of animals! In her spare time she enjoys visiting theme parks both in the UK and overseas.
Perhaps you feel that you have been putting off looking at your financial situation or have a specific need area you need assistance with? If so, Rachel can offer a friendly, no obligation free first meeting to show you how she could help you and your family achieve your goals.
If you have any questions, or would like to book an appointment, please contact her on 07787 123998 or via email on firstname.lastname@example.org.