Rachel Birtwell
DipPFS, Cert CII (MP)
Based in Norfolk, I provide wealth management advice to clients both within East Anglia, and throughout the Midlands and South of England.
About
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Having achieved Chartered Financial Planner status I am now working towards becoming a Fellow.
In line with my professional background, I have focused on developing specialist knowledge and am fully qualified as a trusts* and estate planning Partner. However, as a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of my business, I have a full household with five children, chickens, cattle and pigs.
Charity is also important to me and I regularly give and participate in events.
*Trusts are not regulated by the Financial Conduct Authority
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
