Senior Technical Specialist (Wealth)
About Rachel
I joined Mattioli Woods in 2007 after graduating from the University of Leicester, initially training as a client relationship manager before moving into consultancy.
In 2012 I moved to a smaller company in order to specialise in personal wealth, returning to the group 16 months later to establish the Associate Consultant team and further develop the Technical team in this area. I have a keen interest in estate planning and tax efficient investments, which led to my current position working alongside our technical and business assurance teams, which I really enjoy.
Outside of work I enjoy horse riding when I get the chance and walking the dogs with my husband and two daughters.
