Rachel Trafford

senior financial planning administrator

T: 01420 83517

Rachel is part of our administration team, with her role including managing processes for new clients and providing on-going support to our existing clients.

Rachel joined us in 2017 and has 8 years experience in the industry.

She began her career in financial services with Post Office Money, initially offering a range of financial products to clients and later qualifying as a mortgage adviser.

Qualifications

Certificate in UK Financial Services, Regulation and Ethics, Certificate in Mortgage Advice