Clients value Rachel not only for her expertise, but for the reassurance and clarity she provides. She is known for explaining complicated matters in plain English and helping people feel confident about the decisions they are making.

She specialises in retirement, tax and inheritance planning, particularly for people who are approaching retirement, managing significant family wealth, or navigating major life events.

Rachel has particular expertise in:

• Retirement planning and cashflow modelling
• Inheritance Tax planning
• Tax efficient investment strategies
• Pension and protection planning
• Supporting clients through complex or emotional financial decisions

Alongside her advisory role, Rachel has spent many years helping to build the operational side of Crown Wealth Consultants and is a trusted source of support and guidance to both clients and colleagues.

Based in the South East and working with clients across London and the surrounding areas, Rachel also supports clients nationwide through virtual meetings.