Prior to joining Mattioli Woods, Rachel worked as a senior adviser for the financial planning arms of both a medium (top 50) and large (top seven) sized accountancy practice, providing advice to their private and corporate clients.   

Rachel enjoys working with other specialist professional advisers to provide a complete service and streamlined solutions to deliver her clients’ goals. She is a strong believer in comprehensive financial planning and has been building long-term relationships with her clients for over 20 years.  

Rachel is a Chartered Financial Planner (Chartered Institute of Insurance) and a Certified Financial Planner (Chartered Institute for Securities and Investment). She is also an affiliate member of the Society of Trust and Estate Practitioners (STEP). These advanced technical qualifications enable her to deliver advice to her clients across a broad spectrum of their financial planning needs, particularly in complex areas of planning. 

Outside of work, Rachel loves to travel as often as possible. At home in London, she enjoys live music, theatre, and arts.