0330 038 8939
Based in Chepstow
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 October 2025
Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Rachel has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rachel has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 21 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Transparent Fees
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3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 3 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 3 first impressions)
I started my financial services career in 2001, starting in retail banking and became a Financial adviser in 2007. I set up my own business, RWG Financial Planning in 2021 and I achieved chartered status through the London Foundation for Banking and Finance in January 2023. I have a diverse client base, I believe that financial advice should be accessible for everyone. Financial advice is not just for the wealthy. I pride myself in getting to know my clients, listening to their wants and needs, to enable me to develop a bespoke financial plan to help meet their objectives. Our advice covers a range of financial areas, including retirement planning, income in retirement, protection, investments and estate planning. RWG Financial Planning is an Appointment Representative of M&G Wealth Advice Limited. RWG Financial Planning advisers are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.