London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow.financial
Rachel Caldwell

Rachel works with Sam Ager and Mariana Manata to administer our clients’ affairs. This includes many of the administration requirements necessary to provide a smooth and efficient service to our clients.

Rachel worked as an administrator within the Ministry of Defence for many years before venturing into other industries. Prior to joining us, Rachel worked for a smaller Financial Advice Company. She has completed the CII Level 4 Certificate in Paraplanning and is now studying towards the Level 4 Diploma in Regulated Financial Planning.

Ipswich Office: 01473 384858 London Office: 020 3755 3235 .

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Qualifications

Rachel has completed the CII Level 4 Paraplanner qualification and is now studying towards the CII Level 4 Diploma in Regulated Financial Planning.  She has completed the FE Analytics exam which focuses on the analysis and selection of funds for investments.

Personal Background

Rachel is a mother of two grown ups. Outside of work, she enjoys travelling to Germany, hiking with her dog and other outdoor pursuits.

News

The latest news from Swallow Financial Planning and the financial industry

Changes to Lifetime Allowance June 27, 2024

Due to the TTFAC, requirements providers will not agree to RBCE events without written proof of any past crystallisation events. This will cause delays and significant additional work when any client wishes to take pension benefits.

Fixed Rate or Index Linked Bonds May 16, 2024

Stick or Twist? With inflation on everyone's mind, this article aims to consider the difference between Index-Linked & Fixed Rate bonds....

Financial Update April 2024 April 19, 2024

Financial update April 2024

Financial update April 2024 The tax year is at last at an end, and we can start to review an exciting election year!...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry