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 .
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.
Rachel is a mother of two teenagers. Outside of work, she is a keen horsewoman and enjoys being with her children, hiking with her dog and other outdoor pursuits.
The latest news from Swallow Financial Planning and the financial industry
Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...
If you have a Personal Pension and you are in a committed relationship, it is common that you will nominate your partner to receive your pension after...
It has been 6 months since our last investment review. With much unfolding in the interim, we wish to share our current investment sentiment with you....
The latest news from Swallow Financial Planning and the financial industry
