Meet the Team
Rachel Newby
Office Manager
Rachel joined the team in December 2025 as the Office Manager.
She has over 7 years of experience working within IFA firms and brings a strong background in financial services administration to the role.
Rachel Likes Animals
Rachel Dislikes Mushrooms
Awards and Accreditations
We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.
Mr & Mrs P
Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.
Mr R
The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.
Mr & Mrs W