0330 038 8940
Based in North-Berwick
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: August, 2021
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 AuthorityLast checked: 06 July 2026
Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
27
Recent Client Reviews
Rachel has received 27 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Rachel has received 27 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: 23 February 2026
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.
1
Qualifications Uploaded
Rachel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate 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 not yet added their fees to their profileFees not yet added
Rachel has not yet added their fees to their profile
17
Positive First Impressions
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 17 first impressions)94% of users who are not yet clients had a positive first experience with Rachel
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 17 first impressions)
About
After 15 years as a lawyer I have a different approach to a traditional adviser. I am a Chartered Financial Planner and I believe that our true ‘wealth’ is our loved ones, our health and our lifestyle. I create bespoke financial solutions for both individuals and businesses to protect and plan for these most important aspects of life. Please get in touch if you want to chat through my approach on any area of wealth management, including retirement planning, investment planning and inheritance tax planning. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 24/03/2025