Senior Partner Practice of St. James's Place Wealth Management
The newest addition to the team here at SRB Wealth Management, Rachel brings with her specialist experience in customer service from the banking and finance industry, which perfectly equips her to deliver the high level of service that SRB Wealth Management clients have come to expect.
With CF1 and CF6 certificates in mortgage advice, Rachel’s expertise adds an extra level of support to the Adviser team and to the SRB Wealth Management service offering.
Outside of the office, Rachel enjoys spending time with her close family and friends, going for meals out and is a keen gym goer. She is also making the most of her meticulous organisational skills to plan her upcoming wedding to her childhood sweetheart.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SRB Wealth Management Ltd is registered in Scotland, Number SC383253. Registered Office: 2 Duncansby Drive, Blantyre, Lanarkshire, G72 0GH, Scotland.