0330 038 8939
Based in Chepstow
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 28 February 2025
Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Verified reviews: 100%
Rachel has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 18 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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
Checks carried out by VouchedFor
FCA Regulated
Last checked: 28 February 2025
Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Verified reviews: 100%
Rachel has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 18 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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
I started my financial services career in 2001, starting in retail banking and became a Financial adviser in 2007. I set up my own business, RWG Financial Planning in 2021 and I achieved chartered status through the London Foundation for Banking and Finance in January 2023. I have a diverse client base, I believe that financial advice should be accessible for everyone. Financial advice is not just for the wealthy. I pride myself in getting to know my clients, listening to their wants and needs, to enable me to develop a bespoke financial plan to help meet their objectives. Our advice covers a range of financial areas, including retirement planning, income in retirement, protection, investments and estate planning. RWG Financial Planning is an Appointment Representative of M&G Wealth Advice Limited. RWG Financial Planning advisers are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.
Offers available through VouchedFor
Contact Rachel through VouchedFor and your initial 1 hour 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
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.