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.
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
