Rachael is a Chartered Financial Planner and has worked in the financial services industry since 2009. She joined us in 2014 as a member of the adviser support team and moved into the Paraplanning team in 2016. Her main responsibilities include writing suitability reports as well as providing technical support to the advisers.
Outside of work
Outside of work, Rachael enjoys visiting her family in Yorkshire, playing the cello and baking.
Rachael holds the Advanced Diploma in Financial Planning and continues to improve her knowledge through client work as well as exams in specific areas such as pension transfer advice.
Chart FP – Chartered Financial Planner
Having achieved the APFS designation, advisers can go on to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
AdvDipIP – Advanced Diploma in Financial Planning
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.