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 has recently gained the Diploma in Management & Leadership and is working towards becoming a Chartered Manager.

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.

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.

Qualifications

– CMI Diploma in Management & Leadership (2018)

-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.

Tees Businesswomen of the Year Awards – I made the shortlist!

12th November 2018

By Liza Pontone Last month, I was absolutely delighted to find that the team at Active had nominated me for the first ever Tees Businesswomen of the Year awards. I…

Pensioners reclaim over £330m in overpaid tax with more than £50m in emergency tax repaid since Jan 2018!

6th November 2018

In our role as Financial Planners, we spend a considerable amount of time assisting clients with structuring their income requirements in retirement. Much of this can revolve around the taxation…

Government rejects calls for ‘fundamental reform’ to pensions tax relief

24th October 2018

It would appear that the government has poured cold water on any plans to reform the tax relief system for pension contributions in the near future, despite many calls to…