Rachel Jones

Chartered Financial Planner


My role is to both advise a number of clients and to support Simon Brown needs, to deliver a professional, efficient and personal service to our clients. This includes liaising with clients before annual reviews to ensure Simon has all the information and resources he needs for client meetings and to co-ordinate any work required to cover any follow up matters arising. I am also involved in drafting financial planning reports and client cash flows.

I am the day to day contact for clients which may include updating financial information on a client’s cash flow, queries with correspondence and the completion of documentation.

Time with us:

Since 2004

Time in the industry:

Since 1994


Ensuring that clients feel comfortable with what we are doing and are reassured that they are in good hands.

A background in advice and training within the financial services industry since 1994 has developed my skills in knowing how to explain complicated issues with clarity and empathy.

I strongly believe that Financial Services can only be respected as a profession through continued study and completion of industry qualifications. I have worked with the Chartered Insurance Institute since 2000 in various consultancy roles to support this belief.


Running, cycling, swimming, theatre and family. I have two young children. I am also the founder member of a local book club.


Associateship of the Chartered Insurance Institute

Diploma in Financial Planning

Financial Planning Certificate.

I have recently submitted my paper to the Institute of Financial Planning and hope soon to become a Certified Financial Planner. I will then be one small exam away from being a Chartered Financial Planner.



01582 461122