London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email:
Rachel Caldwell

Rachel works in support of Jane Welton and Sam Ager 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.

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

Read More   Send Email


Rachel is studying towards the Level 4 Paraplanner qualification.  She has recently completely the FE Analytics exam which focuses on the analysis and selection of funds for investments.

Personal Background

Rachel is married to Tony and is a mother of two teenagers. Outside of work, she enjoys being with her children, hiking with her dog and other outdoor pursuits.


The latest news from Swallow Financial Planning and the financial industry

A New Year’s Donation January 14, 2020

We hope you all had a wonderful Christmas and have now managed to rid your fridges of the seemingly never-ending leftovers!  Whilst...

Mistley Thorn Retirement Seminar November 11, 2019

Are you really sure that you, and your ‘nearest and dearest’, are making the right decisions for a happy financial future? One...

It’s Gold For Swallow October 14, 2019

Swallow Financial Planning has been awarded the Pension Transfer Gold Standard by the Personal Finance Society.  Whilst a voluntary code, there are...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry