Rachel Efetha

Financial Planner

07557 192560

WIBN Groups

Biography

My main aim is to build a trusting relationship designed to offer an exceptional personal service to help you plan for a secure financial future.

Whether you are just starting out, have had a change of circumstances or are anxious to preserve your hard-earned wealth, I can provide expert, professional advice to create a financial plan to suit your needs.

I am qualified and experienced to give advice over a range of areas, protecting your income on the death or serious illness of you or your partner, building a nest egg for the future - retirement? school fees? university fees?, planning the best ways to pay for long term care for a loved one, protecting your wealth against Inheritance Tax as well as helping you protect your business and pay less tax.

I have 26 years experience in the Financial Services industry with the last 18 years advising clients on a wide range of Financial Planning issues. I hold the “gold standard” Chartered Financial Planner status from the Personal Finance Society, held by only 10% of UK advisers.