At work
Rachael started her financial 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 several years ago as an administrator.
As a member of the paraplanning team, Rachael spends most of her time preparing suitability reports and supporting the advisers in implementing their advice. This involves technical analysis and research to ensure that clients’ financial plans are suitable and compliant.
Rachael is working towards obtaining the Diploma in Regulated Financial Planning and she aims to achieve Chartered status in the next few years.
At work
Rachael started her financial 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 several years ago as an administrator.
As a member of the paraplanning team, Rachael spends most of her time preparing suitability reports and supporting the advisers in implementing their advice. This involves technical analysis and research to ensure that clients’ financial plans are suitable and compliant.
Rachael is working towards obtaining the Diploma in Regulated Financial Planning and she aims to achieve Chartered status in the next few years.
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.
View all