Rachel joined Navigation Wealth Management in 2021 having previously worked for Lloyds Banking Group & Prudential
Rachel’s career in Financial Services started in 1999, working as part of the Halifax Financial Services team. She moved to Lloyds Wealth Management as part of the Lloyds Banking Group acquisition of Halifax Bank Plc prior to moving to the Prudential in 2017, whereby she continued to
provide high quality financial advice to existing Prudential clients. Having accepted an invitation to become part of the Navigation Wealth Management Team in January 2021, Rachel brought her experience and knowledge that she has amassed over her distinguished financial planning career. Rachel is committed to delivering excellent customer service, working closely with her clients to build trusted, long-standing relationships. Recognising that everybody is individual and that no two client’s needs are the same, Rachel strives to understand her client’s individual aspirations and goals, offering comprehensive solutions that are tailored to their specific aims and objectives. A holistic financial planner, Rachel provides advice in areas including Protection Planning, Investment Planning, Retirement Planning and Inheritance Tax Planning. Rachel lives close to the market town of Howden, with her partner Steve, son Jack and two dogs, Scruffty and Tilly. Outside of work Rachel enjoys keeping fit, running, spending time with her family & friends and taking holidays in pursuit of sunshine. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
