Rachel Robb DipFA, CeMAP, CertLTCP, CeRER

Office:

Droitwich

Rachel is an experienced financial advisor who joined Perspective in November 2025, bringing almost 14 years of experience in the Financial Services industry.

Rachel is known for her supportive, people‑focused approach and her commitment to helping clients make confident, well‑informed decisions.

She holds the Diploma in Financial Advice alongside the Certificate in Mortgage Advice and Practice, the Certificate in Regulated Equity Release and the Certificate in Long Term Care. Rachel specialises in mortgages, including later life lending and equity release, as well as protection planning.

Rachel’s approach is built around truly listening and understanding what matters most to each client, recognising that every situation is different. She finds her role most rewarding when she is able to make a genuine difference, whether helping someone purchase their first home or supporting clients in raising funds to enjoy a more comfortable retirement.

Check out Rachel’s VouchedFor profile here.

How do you like to spend your time outside of work?

I enjoy walking in the countryside and spending time cooking, especially trying out new recipes.

What’s an interesting fact about you?

I enjoy adrenaline fuelled activities, having completed a skydive, paragliding and white-water rafting.

What is one thing on your bucket list?

To travel around South America, exploring new places, cultures and food along the way.