Welcome to Thrive.

Your Cheshire based Independent Financial Planner

Rachel’s here to help you thrive, whether you’re an aspiring investor, or just looking to get your finances on track. With her expertise in financial planning and genuine passion for your success, you can enjoy a tailored roadmap to make navigating your financial future smart and stress-free - helping you thrive every step of the way.

Financial Planning Services

  • Inheritance

    Passing on your wealth wisely means structuring your investments in the most efficient way.

  • Investing

    An investment plan could help you achieve your goals and bring you closer to reaching your dreams.

  • Pensions

    Getting your pension in order could help you build the wealth you need to retire the way you want.

My Planning Approach.

Friendly & Approachable.

Rachel makes financial planning feel comfortable and welcoming, no matter where you’re starting from. She’s a supportive partner who listens to your needs and works at your pace, ensuring you feel confident every step of the way.

Simple & Tailored.

Rachel’s approach simplifies financial planning with clear, easy-to-understand advice. She creates customised plans that fit your unique goals—no one-size-fits-all solutions, just what works best for you.

"Rachel was excellent. Helped me understand what was right for me and talked me through all my options. It wasn't pushy but a friendly, warm approach.."

Client, Burton-on-Trent

What Clients are Saying.

"Thanks for everything Rachel, it's been such a pleasure having you there for us every step of the way. We were dreading it all, but you made it stress free and painless.."

Client, Cheshire

What do you want your future to look like?

Helping you shape your tomorrow

Whether it’s leaving a lasting legacy, travelling the world, or simply achieving financial peace of mind, every client has unique dreams and goals. We understand that your aspirations are as individual as you are.

“As your trusted wealth partner, I can’t predict the future, but we’ll make sure you’re ready for it.”
— Rachel Edwards

How does it work?

  • Book in a call so we can find out more about you. There is no cost or obligation to work with us.

  • If we are a good fit we will help you design a financial life plan around what you want to achieve.

  • Put in the right solutions so you can implement your plan and start creating the future you really desire.

Let’s Talk