Rachel leads our proposition and strategy for Pensions & Savings, which incorporates our Defined Contribution specialist advisory teams and our Personal Financial Planning specialists. She is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Rachel is based primarily in Broadstone’s Liverpool office.
Rachel provides specialist pension consultancy and strategic advice to corporate clients across a range of advice issues. With a wealth of experience of advising employer and trustee clients around their pension schemes and benefit strategies, one of Rachel’s key skills lies in helping clients find effective, pragmatic and cost-effective solutions, and in improving individual financial outcomes.
She has worked in the pensions and financial planning industry for over 13 years after graduating from university. Rachel lives in Southport with her husband and two sons and enjoys travelling, fitness and family time.