Rachel joined Smith Eliot in 2016 and has become a valued member of our team. She has been working within the mortgage team working closely with the advisers, clients and lenders, dealing with cases from start to finish, also specialising in the protection needs of our clients.
Rachel now feels it’s time to broaden her knowledge and has made the move to our Pensions and Investment Planning team. She now works alongside Craig ensuring that clients are updated throughout the process. She has also joined the St. James’s Place Paraplanner Academy and embarked on her journey to study for her Diploma in Personal Financial Planning.