rachelle lewis

financial planner

About

Over 6 years experience working for Independent Financial Advisers dealing with high net worth clients on a daily basis. Having gained experience as a paraplanner in the industry i have moved into the role of a Financial Planner and I am now involved in dealing with my own clients and advising them on matter concerning how best to utilise their money. During this time I have gained the following professional qualifications:- Diploma in Financial Planning Certificate in Financial planning Certificate in Long Term Care Certificate in Life and Pensions. Certificate in Financial administration. I am currently working towards Chartered and Fellowship status.

Country

united kingdom

City

london

Industry

financial services

Skill

high net worth individuals, high net worth, fixed annuities, retirement, asset allocation, financial services, pension administration, life insurance, investment management

Experience

consultant support

rathbone brothers plc

2011-2 - 2013-9 · 2 yrs 8 mos

pension administrator

pantheon financial ltd

2009-3 - 2011-2 · 2 yrs

paraplanner

charles stanley securities

2013-11 - 2015-5 · 1 yr 7 mos

Involved in all aspects of report writing for three senior financial planners which includes complex pension planning reports, Inheritance Tax planning and personal protection. I am also involved in conducting in-depth reviews of clients' financial circumstances and attending initial and ongoing client meetings.

financial planner

charles stanley & co. limited

2015-6 - Present · 11 yrs 4 mos

I provide high net worth clients with advice on financial matters, making recommendations on ways to best utilise their money. Areas of advice includes pension planning; pre and post retirement, IHT planning, Long Term Care, Personal Protection and Investment planning.