Financial Advisor Profile
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Personal Details
| Rachel Jefferson Torquil Clark |
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Address: | St Marks Chapel Ash Wolverhampton West Midlands WV3 0TZ |
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Qualifications:
CII - Mortgage Advice Qualification, CII - Certificate in Financial Planning & Long-Term Care Insurance, CII - Certificate in Equity Release, CII - Advanced Financial Planning Certificate, CII - Chartered Financial Planner
Services:
Saving for children, Offshore investing, Equity Release, Pension and Retirement, Tax Planning, Insurance & Protection, Investments & Savings, General Financial Planning
Any level of wealth
Promotion
| Client eligibility: |  |
| Free 1 hour initial discussion |  |
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More About Me
Whilst at Torquil Clark Financial Planning, I have progressed through a series of financial planning examinations and have attained the status of Chartered Financial Planner - the highest professional status in financial services. This achievement is of particular importance as I am one of only a select few female financial advisers in the UK to become a Chartered Financial Planner.My advanced qualifications include those for Equity Release, Personal Investment Planning and Pre and Post Retirement Solutions. This means that I am ideally suited to provide financial advice on all areas of financial planning. This includes advising clients on their short and long-term retirement planning options.
I like to work with each of my clients to establish a long-term relationship in order to ensure that they remain on course to achieve their financial goals. I do this by not only delivering the initial advice required by my clients but also by building regular reviews into the relationship so that I can be sure that their investment and pension assets continue to work to their maximum potential.
About Our IFAs
Why our IFAs are among the best:
- Reviewed & rated by clients
- Authorised by the Financial Services Authority
- Fully independent
- Paid only by you - no commissions, no bias
Contact this IFA now for a FREE no obligation discussion
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