Rachel Barnby

Rachel Barnby

RWG Financial Planning Limited

Minimum savings/pensions: Any amount

0330 038 8939
Based in Chepstow
View location

Top Rated 2025
Verified since: October, 2023

4.9 out of 5

20 reviews


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

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

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