Cambridge
Rachel joined Perspective (Central & East) in July 2025.
Rachel brings well-rounded experience, having progressed from administration to paraplanning and then into financial planning, with a broad and practical understanding of the entire advice process.
She is a Chartered Financial Planner, a Fellow of the Personal Finance Society (PFS) and an accredited member of SOLLA (Society of Later Life Advisors), reflecting her commitment to the highest professional and ethical standards.
Rachel specialises in creating tailored financial plans designed to give clients clarity, confidence, and peace of mind. She has a particular focus on later life advice, including retirement planning, long-term care funding, and equity release. She particularly enjoys supporting clients through significant life changes, providing practical guidance and reassurance when it matters most.
Outside of work, Rachel enjoys trail running with her husband and their much-loved dog, Hamilton, as well as reading and travelling whenever she gets the chance.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123