Meet your financial planner.
From tax planning, estate planning, mortgages and equity release, to retirement planning and investment planning, we specialise in providing trusted and carefully considered solutions. Whatever your financial requirements.
Meet Rachel
Your Cheshire based Financial Planner
I’m a fully qualified independent financial advisor with a Level 4 Diploma in Financial Advice, dedicated to helping individuals and families plan for a secure financial future. I believe in providing tailored advice that’s easy to understand and aligned with your goals.
When I’m not working, I’m all about balance. I love spending time with my husband and son, enjoying life’s simple pleasures—whether it’s a bike ride by the seaside, a peaceful fishing trip, or a relaxing spa day. We’re always up for adventures in our camper van, exploring new places and making memories.
I’m passionate about maintaining a healthy work-life balance, and I aim to help my clients achieve the same. Financial planning should support the lifestyle you love, and I’m here to guide you every step of the way.
The Process
Discover
We get to know you and your future goals while you learn about us. This is a no-cost, no-obligation meeting.
Design
We create a personalised Financial Master Plan for you. We’ll adjust and refine it as needed to keep you on track.
Review
We’ll review your investments, pensions, or policies to ensure they align with your goals.
Implementation
If changes are needed, we’ll agree on the details and handle everything for you.
Annual review
We’ll meet yearly to review and adjust your plan, ensuring it stays aligned with your needs.
“As your trusted wealth partner, I can’t predict the future, but we’ll make sure you’re ready for it.”
