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 has recently gained the Diploma in Management & Leadership and is working towards becoming a Chartered Manager.
Rachel is known for bringing outstanding organisational skills, excellent service standards and a positive attitude in her day to day management of the office.
As well as offering an extremely high level of support to the Directors, Rachel also manages Active’s team of Client Support Officers (CSOs); giving them help and encouragement in their roles and with their continuing professional development. Rachel’s friendly and approachable manner often makes her the first port of call for many members of the team, who greatly value her care.
– CMI Diploma in Management & Leadership (2018)
-Certificate in Mortgage Advice (CeMAP, 2000)