Rachel McCulloch

Executive Support Manager

Rachel McCulloch

Career Profile

Rachel worked for the Yorkshire Bank for 19 years where her many roles included Private Partner and managing the portfolios of High Net Worth Private banking clients. When Rachel joined Active in 2009, her substantial experience in dealing with clients’ financial needs proved to give her a real advantage in her role.

Rachel is currently studying towards the Diploma in Leadership & Management.

Key Services

Rachel is known for bringing outstanding organisational skills, excellent service standards and a positive attitude in her day to day management of the office.  Rachel manages our team of Client Support Officers, supporting them with appraisals, personal development and building their knowledge (including training with external providers). Rachel’s approachable manner often makes her the first port of call for many membes of the team, who greatly value her care.

Qualifications

-Certificate in Mortgage Advice (CeMAP, 2000)

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

Operations Manager Rachel encouraged by Active ethos to continue studies

25th September 2018

Here at Active Chartered Financial Planners we are celebrating once again after another member of the team gained a new qualification. Operations manager Rachel McCulloch has been awarded a Level…

Active ladies reach national awards final

4th September 2018

Active Chartered Financial Planners are celebrating the success of two team members who have reached the finals of a prestigious industry awards ceremony. Liza Pontone and Emma Cherrington (nee Richardson)…

Bank of England Base Rate is on the rise, so what’s the logic behind it?

12th August 2018

With Chartered Financial Planner, Andrew Gilmore. In March 2009, the Bank of England reduced the base interest rate to 0.5%, the lowest rate in nearly 300 years. We saw a…