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
17.10.26
Most savers could do with a money advisor
According to Quilter without the benefit of a money advisor, over £300 billion in cash savings are sat in bank accounts that pay no interest at all. But why? That main reason seems to be a lack of interest (literally!). Almost 40% of people say that they don’t talk to anyone about their finances, let alone a professional money advisor. 27% said tha...
Awards and Accreditations
Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.
Mr R
We have always found Christina to be reliable and honest. We value her services because nothing is too much trouble and she is never too pushy.
Mr & Mrs P
Very satisfied! A quick, friendly and professional service.
Mr P