I had my first personal review with Rachael recently, and I found it a very valuable exercise. Rachael made several interesting suggestions about how I might use my investments effectively to enhance my lifestyle, which previous financial advisors I’d worked with had not mentioned. As a result I’m reassessing how I use my investments to work best for me. Rachael is a very engaging and approachable person to speak to. She explains things clearly, covering both opportunities and risks, and she inspires confidence. Rachael is certainly the best advisor I have worked with to date.
Rachael came over extremely knowledgeable and put forward information in a way we could both understand. She brought issues to light that we hadn’t thought about and clarity to the possible ways forward. She gave sound advice which included issues that may arise with future tax commitments. Overall she came across as an extremely friendly person who would go the extra mile to help.