Rachel Jefferson

Rachel Jefferson, BA(Hons) APFS CeMAP and Chartered Financial Planner, joined Torquil Clark in 2001, having previously worked for a large National IFA firm, where she became a qualified Financial Adviser.

Whilst at Torquil Clark, Rachel has progressed through a series of financial planning examinations and has attained the status of a Chartered Financial Planner - the highest professional status in financial services.

Chartered Financial Planner

Rachel's achievement is particularly important as she is one of only a few women in the UK to become a Chartered Financial Planner. The advanced qualifications have included Equity Release, personal investment planning and pre and post retirement solutions. This means that Rachel is ideally suited to provide advice in all areas of financial planning.

She works with each of her clients to establish a long-term relationship in order to ensure that they remain on course to achieve their goals. She achieves this by not only delivering the initial advice required by her clients, but also by building regular reviews into the relationship, so that she is there to ensure that their investment and pension assets continue to work to their maximum potential.