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Based in Hartlepool
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FCA Status: Pending
Checks for Rachel and/or the firm they work for (or are appointed representatives of) are currently 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 client reviews in the past 12 months
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
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.
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.
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Rachel has not yet added their qualifications to their profile
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Rachel has not yet added their qualifications to their profile
Transparent Fees
Rachel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
Checks for Rachel and/or the firm they work for (or are appointed representatives of) are currently 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 client reviews in the past 12 months
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
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.
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
Rachel has not yet added their qualifications to their profile
Qualifications not yet added
Rachel has not yet added their qualifications to their profile
Transparent Fees
Rachel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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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