Rachel Storey

Rachel Storey

Rachel Storey IFA

Minimum savings/pensions: Over £50,000

Unavailable for contact through VouchedFor

Based in Hartlepool
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Verified since: July, 2025

5 out of 5

22 reviews


Checks carried out by VouchedFor

  • FCA Status: Pending

    This check is pending

    Checks for Rachel and/or the firm they work for (or are appointed representatives of) are currently pending

  • Recent Client Reviews

    Rachel has not received any reviews in the last 12 months

    Rachel has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 17 July 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

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    Rachel has not yet added their qualifications to their profile

  • Transparent Fees

    Rachel has provided information on their typical fees

    Rachel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA Status: Pending

    This check is pending

    Checks for Rachel and/or the firm they work for (or are appointed representatives of) are currently pending

  • Recent Client Reviews

    Rachel has not received any reviews in the last 12 months

    Rachel has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 17 July 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

    Rachel has provided information on their typical fees

    Rachel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

I have over 18 years' experience in financial services with 11 as an IFA. I have spent the last three years specialising in pensions, investments and alternative investments for individual clients. I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs. As an independent financial adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family in order to deliver quality advice for the long-term.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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