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
22.07.26
Online financial advice scams back in the spotlight.
I’m not sure that online financial scams have ever been out of the spotlight. We’ve been reporting on and warning clients for years about being scam safe. We even set up an FAQ’s page setting out what to look for over six years ago. Everything we highlighted back then is still valid today. Even more so as the cost of scams continues to soar. Warnings a...
Awards and Accreditations
I will be recommending Adele to act for colleagues I work with, who will need the same advice as I have received in the future.
Mr M
Overall and excellent service from Adele – thank you!
Mrs W
Adele was very easy to like from the moment we met her. She always arrives on time, and she has changed our lives in as much as showing us how to enjoy our money more.
Mrs W