Rachel spoke to me about my current investments and cash. She helped me consolidate what I had into something far more efficient and structured. I couldn't be happier with the result and the approach Rachel took.

Rachel has been superb, she's clearly explained the process she follows, clear on the risks and fees.

Rachel helped us navigate our inheritance tax problem. She was very approachable, clear and took time to understand us and what we were trying to achieve. Everything was thoroughly explained and Rachel uses sketches to illustrate points.

Rachel helped me consider my present day circumstances and what my aspirations for the future were. She explained what I might need to plan for, what my options were and helped me make decisions based on my own lifestyle and values.

Rachel spoke to me about my current investments and cash. She helped me consolidate what I had into something far more efficient and structured. I couldn't be happier with the result and the approach Rachel took.