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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