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.
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.
-Certificate in Mortgage Advice (CeMAP, 2000)