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.
I enjoy walking in the countryside and spending time cooking, especially trying out new recipes.
I enjoy adrenaline fuelled activities, having completed a skydive, paragliding and white-water rafting.
To travel around South America, exploring new places, cultures and food along the way.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
