Rachel Henley

Rachel Henley

Fidelius Ltd

Minimum savings/pensions: Over £100,000

0330 038 8942
Based in Bath
View location

Top Rated 2025
Verified since: December, 2023

4.8 out of 5

224 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 March 2025

    Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 57

    Recent Client Reviews

    Verified reviews: 97%

    Rachel has received 57 client reviews in the past 12 months; 97% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Rachel has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Rachel has not yet added their fees to their profile

  • 21

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Rachel

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 21 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 March 2025

    Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 57

    Recent Client Reviews

    Verified reviews: 97%

    Rachel has received 57 client reviews in the past 12 months; 97% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Rachel has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Rachel has not yet added their fees to their profile

  • 21

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Rachel

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 21 first impressions)

I joined Fidelius in 2020 when Chartered Financial Management (UK) Limited was acquired by the Fidelius group. I am a Chartered Financial Planner with over 25 years experience in Financial Services and have been advising clients for over 15 years. I specialise in helping individuals structure personalised financial plans and mainly focus on retirement planning advice for both individuals and employees within corporate companies. I pride myself on developing long term relationships with clients, and helps them to reach their financial goals.

Offers available through VouchedFor

Contact Rachel through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Rachel's clients

Based on responses provided by clients who have reviewed this adviser

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