Rachel Bleakley

Wealth Planner


Rachel has been working in Financial Services for the last 18 years working in all areas of an advisory business and has been advising clients for the last 10 years. She has worked for several businesses and has specialised in the NHS pension scheme previously. Rachel likes to look after inter-generational planning and knows the stepping stones created today will reward over the long term.

Rachel believes that plans created today may not run on a smooth line, but she is there to swap and change those goals as they arise to meet a client's overall objectives.

Hi, I am Rachel, I am a very bubbly person who likes to work with people and feel like I have made a difference in life. I am a mom to two boys Sebastian and Chester who keep me extremely busy with their love of Football.

I am currently the Team Secretary for a Grassroots football team along with my Husband Richard who’s been managing the team for the last 4 years and I hold my Level 1 Coaching badges. I love eating out and socialising which will be my favourite past time if I am not on the side of a pitch.

Book a meeting

It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.

Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.