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Rachel Disney

DipPFS
Associate Advisor

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.

About Rachel

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.

Qualifications & Awards

  • CII Level 3 Certificate in Financial Services (General Route)
  • CII Level 3 Award in Financial Administration
  • CII Level 3 Certificate in Mortgage Advice
  • CII Level 3 Certificate in Equity Release
  • CII Level 4 Diploma in Financial Planning
  • CII Level 4 Diploma in Regulated Financial Planning

Regions

  • UK

Years at Skybound

Rachel has worked at Skybound Wealth since 2015.

Areas of Expertise

  • Inheritance Tax Planning
  • Lifestyle Financial Planning
  • Retirement Planning
  • Education Fee Planning
  • Income & Cashflow Analysis
  • Regular and Lump Sum Savings
  • Diversifying Portfolios and Risk Mitigation
  • RSUs and Option Structures
  • Repatriation Advice
  • Domestic & International Investments
  • Situs Asset Transfers
  • Life Insurance Cover
  • Critical Illness Cover
  • Asset and Insurance Protection
  • Income Protection
  • Residential Mortgages
  • Buy to Let Mortgages
  • Let to Buy Mortgages
  • Corporate Mortgages
  • Regulated and Unregulated Bridging
  • Buildings & Contents Insurance
  • Landlords Insurance
  • Equity Release

My Support Team

Jabir Sarharwalla

Chief Investment Strategist

Carla Smart

Trust & Pension Specialist

Joshua Burton

Chief Financial Officer

Ashley Eyre

Head of Compliance ‑ UK

Caylee Clarke

Operations and Support Manager - UK

Leanne Taylor

Senior Administrator

Nimesh Somaiya

Paraplanner

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