Rachel Disney

Rachel is a qualified financial adviser with a CII Level 4 Diploma in Regulated Financial Planning. Her expertise spans a wide range of financial solutions, including investments, pensions and insurances. Additionally, she holds specialised qualifications in mortgage advice and equity release, ensuring she can provide comprehensive and tailored advice across various financial scenarios.

With a unique understanding of the financial services sector, shaped by diverse support roles across the industry, Rachel is well-positioned to deliver holistic financial solutions. Her background in legal support, particularly in Wills & Probate and Trust Administration, further enriches her ability to cater to each client’s specific needs.

In addition to her expertise in the UK markets, Rachel possesses a sound understanding of international investments. She has successfully assisted clients in navigating the complexities of transitioning back to the UK, particularly those with globally focused portfolios. Whether they are lifelong UK residents or managing non-UK based investments from time spent living and working abroad, she is committed to working with them to assess their financial needs and develop a strategic plan for their future.