Senior Partner Practice of St. James's Place Wealth Management
Rachael has worked in financial services for over 20 years in similar practice management roles, including the past 15 years with other Practices within the St. James's Place Partnership. She is responsible for the management of the office in Barrow – In – Furness ensuring a constant level of excellent service and care is provided at all times. Being technically proficient and a specialist in pension and investment administration, Rachael works alongside the advisers providing administrative support.
Rachael has completed the St. James’s Place Paraplanner Accreditation Programme and holds the full Financial Planning Certificate and Certificate in Mortgage Advice and Practice. She is currently working towards the Diploma in Financial Planning.
Outside of the office Rachael enjoys spending time with her young family, going to the gym, and walks with her dog.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Illingworth Seddon Chartered Financial Planners is a trading name of Illingworth Seddon Limited. Illingworth Seddon Limited is registered in England and Wales, Number 09202147. Registered Office: The Old Mill, Old Mill Place, Tattenhall, Cheshire, CH3 9RJ, England.