Now in their fifth year, the awards are designed to celebrate the achievements of women working within the financial advice community and also the broader financial services sector in the United Kingdom.
“These awards are not about men versus women or whether a particular gender is more suited to a career or role in financial services – they are simply about celebrating and recognising the achievements of women in a sector where they continue to be under-represented.”
“We are all very proud of you for winning this prestigious national award. It’s a reflection of how you focus on your client’s needs and still manage to make time for mentoring and being an Education Champion. Congratulations and well deserved.”
Rachel also had to submit client testimonials and a case study and was shortlisted as a finalist in May in the Retirement Planning category and also the “Financial Adviser of the Year – Midlands & East Anglia” category.
We are a firm of Independent Financial Advisers (IFA’s). This means that the financial advice we offer is unbiased. Our experience covers all aspects of financial planning including, Investments, Pension, Estate Planning and Mortgages. To find out how Rachel and the team can help you, why not contact us today? The initial “getting to know you” meeting is at our expense. Rachel would love to have a chat over a coffee or tea.
Additionally, our financial advisers live and make use of meeting rooms in-
We make full use of video conferencing facilities such as-
Also, we can arrange a conference telephone call. The choice is yours. There is no need to visit an office as all work can be handled remotely.
So, if you have any thoughts or comments on this article, “Woman of the Year- Retirement Planning winner”, then we would love to hear from you.