Rachael worked as a Branch Manager in the Society for a number of years, before joining Newcastle Financial Advisers Ltd. With those years of experience under her belt, Rachael then trained to become a Financial Adviser and is now based in the Bishop Auckland branch.
She loves spending time with her clients and finding solutions to help with their finances as well as building lasting relationships through every stage of life.
If you’d like to talk to Rachael about your financial needs you can book an appointment online or give her a call on 01388 433001.
"Rachael was very friendly and instantly made us feel relaxed. She listened to what we wanted to get from our appointment, gave advice in an informative yet easy to understand manner and we left the appointment with a full understanding of how to achieve our retirement goal."
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Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on investments, pensions, life and protection insurance, and inheritance tax planning. Aspects of inheritance tax planning are not regulated by the Prudential Regulation Authority nor the Financial Conduct Authority. Newcastle Financial Advisers is a trade name of Newcastle Financial Advisers Limited which is an appointed representative of The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Approved by the Openwork Partnership on 01/05/2024.