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Rachel Jefferson

Rachel Jefferson, BA (Hons), graduated from Manchester University with a 1st Class Honours degree and spent 5 years with a well known International Consultancy and Insurance Broking Company before joining Torquil Clark Financial Planning.

Rachel specialises in providing complete financial planning to individuals.

Rachel holds Chartered Financial Planner status following a series of successes in specialist exams ranging from investments to pensions, taxation and trusts.

At this time only approximately 5% of the members of the Personal Finance Society have gained chartered status and therefore while many are working towards achieving this accolade, Rachel is one of only a few to have succeeded so far.

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