Rachelle Lewis
Director - Wealth Planning
Rachelle is a Director in the Wealth Planning team and is the adviser to a number of key client relationships. Rachelle is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
She has over 15 years’ experience within financial services and brings strong technical expertise to bear across the relationships with a particular focus on retirement planning, offshore solutions and generational re-structuring.
Rachelle joined the Wealth Planning team in 2015 having spent the majority of her early career working within the Wealth Planning department of two separate Investment Houses.
Find the right person to speak to.
Begin by entering your filter criteria above and search by location or service.
