Rachel Efetha


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1. About

Rachel has nearly 30 years’ experience in Financial Services, with the last 21 years advising clients. She advises on a holistic basis but particularly enjoys Cashflow Planning to see when her clients can afford to retire, and has reduced grown men to tears twice by telling them they could afford to resign right now. As a divorcee herself, Rachel loves coaching women going through divorce to take financial control, and has successfully argued with solicitors to gain her clients a much bigger slice of the pension pie.

Qualification: Chartered Financial Planner

Sustainable: In-house training

  • Female Adviser

Chartered Financial Designer

21 years of experience

  • Pink Lipstick
  • Prosecco
  • Muddy Obstacle Races
  • Camping
  • Live Music
  • Rollercoasters
  • Jumping into water
  • Crawling through confined spaces