Rotherham
Rachel joined Perspective in March 2026.
She brings over 20 years of experience in Financial Services and holds the CII Diploma in Regulated Financial Planning. Rachel also holds a qualification in Long Term Care Insurance, allowing her to advise on specialist products aimed at covering care costs and giving her a greater understanding of legal, taxation and regulatory issues and the responsibilities of local authorities when it comes to care provision.
Rachel takes a conversational, client‑focused approach, aiming to understand each client’s goals, circumstances and future plans as well as their financial details. She enjoys analysing strategies to optimise tax efficiency and costs and has extensive experience helping clients restructure complex or high‑cost arrangements to more suitable solutions.
Outside of work, Rachel is settling in with her two rescue kittens, learning Greek and travelling whenever she can. She once completed 11 trips to 10 countries in 12 months and has won an award for achieving the best Diploma in Financial Planning.
On her bucket list is cage diving with great white sharks.
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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