Mortgage & Protection Specialist
Meet Rachel
Rachel started working in the financial services sector as an apprentice in 2012 before quickly securing a role as a Client Services Team member. From there, she completed further studies in financial services before deciding to train as a Financial Adviser. She completed her DipFA and CeMAP in 2017. Her days are spent speaking to clients, liaising with product providers and mortgage lenders, and keeping up to date with financial news.
Chartered Status
FCA authorisation
What do you most enjoy about your job?
Rachel in the spotlight
What do you enjoy most about your job?
Meeting new people all the time as well as interacting with my colleagues.
How do you most like to spend your time outside of work?
Experiencing something new whether that be travel, culture or food.
Something guaranteed to make your day better…
Food makes everything better!
The last TV programme you recommended to someone…
“Nightstalker” documentary – I’m a bit of a true crime fanatic.
What makes you laugh?
“Taskmaster” – Greg Davies is brilliant.
An achievement you’re really proud of…
Running the Birmingham Half Marathon in 2019.
Get in touch
Send us a message and a member of our team will respond to your query.