Rachel plays a pivotal role at Active Chartered Financial Planners, ensuring the smooth running of our day to day operations and supporting our team to deliver an exceptional, client-focused service. With a keen eye for detail and a commitment to excellence, Rachel combines her organisational expertise and (more than) 25 years’ experience in financial services with a genuine passion for helping clients achieve clarity and confidence in their financial decisions. Always approachable and proactive, Rachel embodies the firm ethos of putting people first and maintaining the highest professional standards.
Key Services
In her role as head of practice, Rachel manages the client support team and supports the advisers to ensure the firm continues to provide an excellent service to clients. 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 a member of the board, Rachel works closely with her fellow directors by managing and implementing the firm’s strategy and objectives.
Rachel’s friendly and approachable manner makes her the first port of call for many members of the team, who greatly value her care.
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.
Rachel joined Active Chartered Financial Planners as office manager back in 2009, her substantial experience in financial services giving her a real advantage in the role.
As part of the firm’s ongoing growth strategy, and due to her exceptional management experience, Rachel was promoted to associate director and appointed to the board in 2023.
Continual professional development (CPD) is an important part of Rachel’s role. She worked hard to achieve the Diploma in Management & Leadership in 2018, and then gained Chartered Manager status from the Chartered Management Institute (CMI) in 2020. In 2025, Rachel completed the MBA in Leadership and Management at Teesside University.
Hobbies and Interests
Outside of work, Rach loves to spend time with her family – including her 3 grandchildren.
Rachel likes to keep fit, spending her time at the gym either on the spinning bike or working on her core in pilates. Rachel likes a challenge and has taken part in both sponsored bike rides and the Great North Run.
Qualifications
- MBA in Leadership and Management (2025)
- CMI Chartered Manager & Fellow (2020)
- CMI Diploma in Management & Leadership (2018)
- Certificate in Mortgage Advice (CeMAP, 2000)
