Senior Partner Practice of St. James's Place Wealth Management
Rachel has worked in the Financial Services industry for over 20 years and joined Lansdown Place in 2013.
Her advice covers all aspects of wealth management, in particular investment planning and wealth protection for her clients and their families. She also advises on complex retirement planning and protection issues both for individuals and corporate clients. Rachel delivers intergenerational financial planning helping her clients help their families.
When she is not at work Rachel very much enjoys spending time with her family. She is a school governor at her children’s school as well as member of the local community choir. She is passionate about supporting and engaging with her local community as well as an active advocate of the
St. James’s Place Charitable Foundation.
“I fundamentally believe in building and maintaining a long term relationship with my clients and their families. I aim to provide my clients with a source of trusted advice as their financial needs evolve over the years.”
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Lansdown Place Wealth Management Ltd is registered in England and Wales, Number 5458948. Registered Office: 2 Oakfield Road, Clifton, Bristol, BS8 2AL, England.