0330 038 8940
Based in Swansea
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: November, 2025
4.8 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 statusLast checked: 27 July 2026
Rachel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rachel's status
52
Recent Client Reviews
Rachel has received 52 client reviews in the past 12 months; 98% of these have been verifiedVerified reviews: 98%
Rachel has received 52 client reviews in the past 12 months; 98% 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: 05 January 2026
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
Transparent Fees
Rachel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowRachel 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
About
Hi, I’m Rachel Davies, a dedicated financial adviser with Ascot Lloyd, bringing over 5 years of experience to help clients achieve their financial goals and over 11 years within the industry. At Ascot Lloyd, we pride ourselves on delivering personalised, financial advice tailored to each client’s unique needs. I specialise in retirement planning, investment management, and navigating tax planning strategies. My approach is straightforward: I take the time to truly understand your goals, values, and concerns, so together we can create a personalised plan that gives you confidence about your financial future. I believe in making financial advice accessible and easy to understand, empowering my clients to make informed decisions every step of the way. When I’m not working, I enjoy spending time in the gym, running and walking my dog. Whether you’re looking for guidance on investments, preparing for retirement, or just starting your financial journey, I’m here to help. Let’s work together to turn your aspirations into reality.