0330 038 8942
Based in Bath
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
Rachel has received 57 client reviews in the past 12 months; 97% of these have been verified
Verified reviews: 97%
Rachel has received 57 client reviews in the past 12 months; 97% of these have been verified
Independent Financial Adviser
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.
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
Rachel has not yet added their qualifications to their profile
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Rachel has not yet added their qualifications to their profile
Transparent Fees
Rachel has not yet added their fees to their profile
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Rachel has not yet added their fees to their profile
21
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 21 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
Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
Rachel has received 57 client reviews in the past 12 months; 97% of these have been verified
Verified reviews: 97%
Rachel has received 57 client reviews in the past 12 months; 97% of these have been verified
Independent Financial Adviser
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.
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
Rachel has not yet added their qualifications to their profile
Qualifications not yet added
Rachel has not yet added their qualifications to their profile
Transparent Fees
Rachel has not yet added their fees to their profile
Fees not yet added
Rachel has not yet added their fees to their profile
21
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 21 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
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