Cambridge
Rachel joined Perspective (Central & East) in July 2025.
Rachel brings well-rounded experience, having progressed from administration to paraplanning and then into financial planning, with a broad and practical understanding of the entire advice process.
She is a Chartered Financial Planner, a Fellow of the Personal Finance Society (PFS) and an accredited member of SOLLA (Society of Later Life Advisors), reflecting her commitment to the highest professional and ethical standards.
Rachel specialises in creating tailored financial plans designed to give clients clarity, confidence, and peace of mind. She has a particular focus on later life advice, including retirement planning, long-term care funding, and equity release. She particularly enjoys supporting clients through significant life changes, providing practical guidance and reassurance when it matters most.
Outside of work, Rachel enjoys trail running with her husband and their much-loved dog, Hamilton, as well as reading and travelling whenever she gets the chance.
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
