Rachel joined SRB Financial Planning in 2020 as a Client Service Specialist and has since become an integral part of the team. Over the years, she has developed extensive experience within the fast-paced financial services industry, delivering exceptional client care while maintaining robust internal processes and ensuring full regulatory compliance.
Now working within the Paraplanning team, Rachel continues to build her technical expertise, supporting both advisers and clients with more complex financial planning queries. Her attention to detail, organisational skills, and client-focused approach make her a valued member of the business.
Rachel recently became a first-time mum to her son, Harris, and is currently enjoying maternity leave. She is due to return at the end of the year and looks forward to continuing to support both the team and SRB clients.
