Rachel has worked at Wills & Trusts since 2000, having previously worked for Abbey National as a branch manager. As one of the companies most senior members of staff, she brings the team and our clients an unrivalled amount of detailed technical knowledge that means she can always be relied upon to get things right!
Rachel holds the Diploma in Regulated Financial Planning and is a registered adviser with the FCA. She deals with the more complex queries and advice meetings, using her expertise and experience to find the right solutions for our clients.
Her amazing ability to connect with our clients makes her a firm favourite amongst them; her relationships with them are ones of trust and mutual respect.