Rachael Martin

Paraplanner 

 

 

Rachael started her finance career in 2012 at a firm of Chartered Accountants and Financial Planners based in Bournemouth. After qualifying as an accountant with the Association of Accounting Technicians (AAT), she made the move into financial services several years ago as an administrator.

 

Since joining the Strategic Solutions Paraplanning team in January 2020, Rachael has continued working towards obtaining the Diploma in Regulated Financial Planning. Her eventual aim is achieving Chartered status in the next few years.

 

In her spare time, Rachael enjoys watching various sports including rugby, boxing and netball. She also does yoga, plays netball and swims every week to keep fit.

Rachael is a member of the Personal Finance Society (PFS) and holds the following qualifications:

 

R02 - Investment Principles and Risk

R03 - Personal Taxation

R04 - Pensions and Retirement Planning

J10 - Discretionary Investment Management

 

Contact Rachael today