Rachel joined St Clair, in March 2024.
Rachel has worked in financial services since 2019 and leads our mortgage and protection case work. She prepares applications, runs affordability figures, and progresses cases through to offer, troubleshooting anything that threatens to hold a case up. Rachel supports Kevin on wealth and pension applications and reviews, helping preparing research and documentation behind each recommendation. In 2023, Rachel earned her CeMAP qualification, demonstrating her expertise in Mortgages.
Rachel provides support to the firm on all areas of financial services, including Pensions, Investments and mortgages, and is a great addition to the firm.
Outside of her career, Rachel enjoys spending time with friends, family, and her partner Dylan. On weekends, Rachel likes going to the cinema and binge-watching reality TV shows.
