Rakhee Wood

I am an Independent Financial Planner, helping families, business owners, divorcees and those approaching retirement achieve their aspirations. I’ve worked in financial services for more than 20 years helping clients by providing them with bespoke end-to-end solutions to build their personal wealth through retirement planning, tax mitigation, personal investing and family protection. Through personal experience, I know it can feel daunting getting your finances in order. I am passionate about helping people who feel they’re at a crossroads in their life. You could be approaching your retirement, negotiating your divorce settlement, considering long-term care for yourself or a loved one, or just looking to organise your pensions, protection or investments. When you work with me, we’ll start by discussing your goals, aspirations, challenges and concerns. From there, I will develop a strategy that overcomes those hurdles so you achieve your aims, whatever they may be. I help the following people make sense of their finances: • People approaching retirement: You’ll be able to look forward to your retirement without worrying about money. • Business owners: By discussing pensions and investments, employee benefit schemes and long-term protection, your aims will feel achievable. • Families: You’ll have the peace of mind knowing your short- and long-term futures are secure. There are many reasons why people choose to work with me: • Independent advice: The recommendations I make are always with your goals in mind. They are careful, considered, and custom-made for your individual needs. • Financial planning: The focus is on you and not your finances. I listen to what you want from your future and develop a strategy so you can achieve your desired lifestyle. Money is a means, not an end in itself. • Divorce - We work alongside you at all points of the journey; from helping you to visualise your financial future at the earliest stage, to working with your solicitor to facilitate an equitable settlement and financial planning beyond. • Simplicity: By making things easy and simple to understand, you’ll look ahead to your future with clarity. • Convenient: No matter where you’re located, my advice is provided at your convenience, whether face to face, video or telephone call