Rachel McCulloch


Associate Director
& Practice 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.

Rachel joined Active as Office Manager in 2009, her substantial experience in dealing with clients’ financial needs 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 in 2023.

Continual professional development is an important part of Rachel’s role, working hard to achieve the Diploma in Management & Leadership in 2018, and then Chartered Manager status from the Chartered Management Institute (CMI) in 2020.

In 2023, Rachel began her study for the Masters (MA) programme in Leadership and Management at Teesside University.

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 a member of the board, Rachel works closely with her fellow directors by managing and implementing the firm’s strategy and objectives.

In her role as Practice Manager, Rachel manages the client support team and supports the adviers to ensure Active continues to provide an excellent client experience.

Rachel’s friendly and approachable manner makes her the first port of call for many members of the team, who greatly value her care.


-CMI Chartered Manager (2020)

-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.

Phone Us Email Us
Keep up to date

Sign up to our newsletter to keep up with all things Active.

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.

Active clients urge Chancellor to address key financial concerns in upcoming Autumn Statement

7th November 2023

In October we surveyed a group of clients for their views on priorities for the Chancellor ahead of his Autumn Statement on 22 November. The survey of 1085 clients, generated…

Emma and Liza set to shine on national stage

9th October 2023

Two members of the team have been nominated for the upcoming ‘Women in Financial Advice Awards’. Hosted by Professional Adviser, the annual awards celebrate the great achievements made by women…

Retirement savers by region: How prepared are you?

9th October 2023

Like it or not, we are living longer than previous generations, so planning for and being prepared for retirement has never been more important. A recent study by Phoenix Insights…