Financial Planning Assistant
Rachel’s role within David Allen Financial Services is to support the team in providing a first class service to clients. Prior to joining David Allen Rachel worked for a national bank for six years where she gained a great understanding of the industry.
Rachel’s role involves supporting the mortgage advisers by submitting compliance files, researching the many different mortgage deal options available for clients, preparing valuation reports, maintaining client records and arranging financial planning reports on behalf of the advisers. She regularly liaises with our compliance provider Network Direct Limited to ensure we adhere to all FCA rules and guidelines.
Rachel lives with her boyfriend Dave who is a dairy farmer in Eaglesfield. Outside of work she enjoys enjoying walking and spending time with her most favourite person in the world, her nephew Archy.