Rachel Jefferson is a Chartered Financial Planner and SOLLA ( Society of Later Life of Advisers) accredited adviser.
Having qualified as a Financial Adviser in the late 90’s, she has worked her way through a framework of exams to achieve Fellowship status; the highest professional status in financial services.
Clients come from all walks of life and Rachel prides herself in being able to offer advice in all aspects of financial planning. This can range from someone seeking advice on how to plan for retirement to someone looking for guidance on how to release equity from their property. Rachel has built up some very close relationships with her clients and professional connections during her time working in the industry.
Working at Prosperity Wealth gives her the peace of mind that she can deliver the service she wants to her clients. Gone are the days where the focus is on selling a product. It is guiding people through the maze of finance, simplifying matters and helping them achieve their goals.
As well as her love for her job, Rachel loves the theatre. She has a degree in Performing Arts, enjoys going to the theatre and is a member of a local amateur theatre group. She is secretly hoping that one day she is spotted for a West End role!
Testimonial
"We have been with Rachel for a number of years now. We have always found her to be professional and friendly. Her guidance has helped us plan for our retirement".
Nita Bishop
Testimonial
"Rachel is professional and attentive with a friendly nature and is a pleasure to deal with. I have every confidence that my pension is in the best of hands".
Terry Fletcher
Testimonial
"Rachel is excellent; her communication is clear and she makes financial information easy to understand for a lay person. She responds to requests and questions promptly, clearly and is always helpful".
Vanessa Randle
