Rachel has worked within the St. James’s Place Partnership since 2018 as a paraplanner and joined Hall & Gertski Wealth Management in 2024 as a Paraplanning Team Leader.

Rachel enjoys the more technical side of paraplanning, writing complex Trust, IHT, and Pension cases.  Her core focus is on finding the correct solution for each client, whilst ensuring that each case that passes through the paraplanning team is fully compliant.

Outside of work, Rachel enjoys horse riding, whether that be going out for a casual hack in the countryside with friends or participating in jumping and dressage clinics.