Rachel joined Haven as a Will Writer and Estate Planner, helping manage the Will Writing, Trust planning and Lasting Power of Attorney side of the business. She is a member of the Society of Will Writers and has been a CeMAP holder since 2007. Rachel has extensive experience building long lasting client relationships and is focused on fully understanding a client’s needs.
Rachel has spent 15 years working in Private Banking, Wealth Management and a Private Family Office looking after high net worth and ultra-high net worth clients.
After growing up in Poole Rachel has recently moved back with her family having left a number of years ago to live in London, Hong Kong, Dublin and Surrey! This experience of both living, working, and having children overseas gives her a unique perspective which she uses to her client’s best advantage.
Outside of work she loves to travel, spend time at the beach with her family, exercise at a military style bootcamp and eat a lot of Sushi!

Haven Financial Solutions Ltd.
Head Office
Arena Business Centre
Holyrood Close
Poole
BH17 7FJ