Rachel McCulloch

CMgr

Associate Director
& Practice Manager (Chartered)

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.

Qualifications

-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.

Women still cutting their pension contributions despite gender gap

16th April 2024

With people living longer and the cost of living is increasing, what does this mean for our retirement? According to a recent Scottish Widows survey, two-thirds of women are concerned…

How much does a pension contribution really cost you?

8th April 2024

Recently we have seen an increase in the number of clients who are suddenly paying additional tax on their wage increase, or on their bonus at work – so why…

Happy New Tax Year! Important changes that may affect you

4th April 2024

Like many headlines, they are quickly forgotten, becoming the next day’s fish and chips wrappers! I can almost guarantee that this phrase will apply to Chancellor Jeremy Hunt’s March Budget?…