At work
Rachael started her finance career in 2012 at a firm of Chartered Accountants and Financial Planners based in Bournemouth. After qualifying as an Accountant with the Association of Accounting Technicians (AAT), she made the move into Financial Services as an Administrator.
As Head Paraplanner, Rachael spends most of her time managing the Paraplanning Team, as well as preparing and reviewing suitability reports. The Team support our advisers in implementing their advice, which involves technical analysis and research to ensure that clients’ financial plans are suitable and compliant.
Rachael is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS).
At work
Rachael started her finance career in 2012 at a firm of Chartered Accountants and Financial Planners based in Bournemouth. After qualifying as an Accountant with the Association of Accounting Technicians (AAT), she made the move into Financial Services as an Administrator.
As Head Paraplanner, Rachael spends most of her time managing the Paraplanning Team, as well as preparing and reviewing suitability reports. The Team support our advisers in implementing their advice, which involves technical analysis and research to ensure that clients’ financial plans are suitable and compliant.
Rachael is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS).
At home
In her spare time, Rachael enjoys watching various sports including rugby, boxing and netball. She also does yoga, plays netball and swims as often as possible to keep fit.
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, you’re in safe hands.
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