Working alongside Matthew to build the operational side of the business for many years as a member of the Senior Management Team, Rachel has built lasting relationships with Crown Wealth’s clients. Rachel is a trusted source of knowledge and guidance to colleagues and clients alike, with a skill in pulling together the pieces of a client’s financial jigsaw puzzle and holding their hand through to the solution.

Rachel offers specialist advice across a wide range of financial planning areas, including;

• Inheritance Tax Planning
• Tax Efficiency
• Investments
• Retirement Planning
• Protection

Based in the South East of England and working primarily with clients in London and surrounding areas, she is also able to support clients nationwide thanks to the flexibility of virtual meetings.

Rachel is especially passionate about supporting those underrepresented, with a strong focus on LGBTQ+ and neurodiverse communities. Rachel has experience in understanding the unique challenges and opportunities that individuals may face, and strives to provide advice that is empathetic, tailored, and empowering.

Diploma-qualified in Financial Planning for many years, she is currently working toward Chartered status, a testament to her passion for lifelong learning and professional growth.