Rachel Henley

Rachel Henley

Fidelius Ltd

Minimum savings/pensions: Over £100,000

0330 038 8942
Based in Bath
View location
Top Rated 2026
Verified since: December, 2023
4.8 out of 5

284 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 January 2026

    Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 46

    Recent Client Reviews

    Verified reviews: 98%

    Rachel has received 46 client reviews in the past 12 months; 98% of these have been verified

  • Independent Financial Adviser

    Last checked: 18 December 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Rachel has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Rachel has not yet added their fees to their profile

  • 37

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Rachel

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 37 first impressions)

I joined Fidelius in 2020 when Chartered Financial Management (UK) Limited was acquired by the Fidelius group. I am a Chartered Financial Planner with over 25 years experience in Financial Services and have been advising clients for over 15 years. I specialise in helping individuals structure personalised financial plans and mainly focus on retirement planning advice for both individuals and employees within corporate companies. I pride myself on developing long term relationships with clients, and helps them to reach their financial goals.