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Blossom Financial Planning Limited

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Bio

Rachael Graham is an experienced Financial Adviser with 20 years in the financial industry and a Diploma in Financial Planning. 

After four successful years as a financial adviser with Prudential Financial Planning, Rachael  was delighted to establish her own financial advice business,  Blossom Financial Planning Limited, as part of M&G Wealth Advice.

Rachael has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Rachael takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Rachael provides sound, personal and expert advice. 

In her spare time, Rachael enjoys spending time cooking for family and friends, walking and reading books. 

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

August 2022

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.

September 2022

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.

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Rachael Graham

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Blossom Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.