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

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Qualifications

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.

News

The latest news from Swallow Financial Planning and the financial industry

Budget Summary March 25, 2020

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Many clients will have seen that Bricks and Mortar investment funds have been suspended. Bricks and Mortar funds own physical property. Real...

Swallow Financial Planning Contact Update – COVID-19 March 17, 2020

The actions being taken to contain the current Pandemic are getting ever more draconian. This note is to explain to clients changes...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry