Rachel Jones

Chartered Financial Planner


I am a Chartered Financial Planner who provides advice to a number of clients as well as technical support and analysis to Simon Brown in order to inform and develop our clients’ financial plans.

I am the day to day contact for clients which may include advice matters, attending client meetings, queries with correspondence and the completion of documentation. I am also involved in drafting financial planning reports and client cash flows.

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 sing for a choir who perform for the local community and fundraising events.

I am also the founder member of a book club.


Advanced Diploma in Financial Planning

Diploma in Financial Planning

Financial Planning Certificate

Chartered Financial Planner



01582 461122