Rachel Lane
Stonewood Financial Planning
Minimum savings/pensions: Over £250,000
Minimum mortgage: Over £250,000
0330 038 8942
Based in Hindhead
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, 2016
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Rachel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rachel's status
Last checked: 15 April 2025
Rachel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rachel's status
49
Recent Client Reviews
Rachel has received 49 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rachel has received 49 client reviews in the past 12 months; 100% of these have been verified
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: 15 April 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.
5
Qualifications Uploaded
Rachel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Rachel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
26
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 26 first impressions)
92% of users who are not yet clients had a positive first experience with Rachel
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 26 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Rachel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rachel's status
Last checked: 15 April 2025
Rachel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rachel's status
49
Recent Client Reviews
Rachel has received 49 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rachel has received 49 client reviews in the past 12 months; 100% of these have been verified
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: 15 April 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.
5
Qualifications Uploaded
Rachel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Rachel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
26
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 26 first impressions)
92% of users who are not yet clients had a positive first experience with Rachel
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 26 first impressions)
Under the one roof, we offer a comprehensive range of services – investment, tax planning, employee benefit schemes and wealth management – provided with a friendly, consultative approach. You will benefit from our unique ethos based on an in-depth understanding of your needs, objectives and concerns, together with an intimate knowledge of investments, taxation and financial and HR legislation. As professional financial advisers and employee-benefit experts, we have a mission: To always give you the transparent, relevant information you need to make the best decisions. This is why our core values include concision, clarity and precision. We live and work by these values, stripping out irrelevant detail and jargon to give you the facts that matter: The facts that help our private clients grow and protect their wealth, creating future financial security for them and for their dependents. The facts that enable our corporate clients to attract and retain the very best people, providing the rewards that properly recognise their abilities. Our intensely proactive approach to wealth and benefit management is the foundation to all our services. We are constantly striving to identify, analyse and, when appropriate, recommend the next source of value for all our clients. In our view, this is the most powerful way possible to earn and retain your trust – by clearly demonstrating, in hard facts and figures, the value that our activities bring your personal and business future.
Offers available through VouchedFor
Contact Rachel through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Rachel's clients
Based on responses provided by clients who have reviewed this adviser
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