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Rachel Burrows Location
Loughborough, GB
Rachel Burrows Work
2024 -now Managing Director @
2022 -2024 Head of Proposition @
2021 -2022 Project Director @
2019 -2022 Operations Director @
2012 -2022 Examiner @
2010 -2019 Operations Director @
2008 -2010 Technical Adviser @
2004 -2008 Paraplanner @ Chesterton House Financial Planning
Rachel Burrows Education
Institute of Financial Planning
Certified Financial Planner CM
2013-2013
Chartered Insurance Institute
(AF1 & AF3 (distinction), Diploma in Financial Planning)
2002-2012
Rachel Burrows Skills
Trusts
Tax
Financial Planners
Cash Flow
Inheritance Tax Planning
Pensions
Retirement Planning
Strategic Financial Planning
Investments
Income Protection
Wealth Management
Investment Advisory
High Net Worth Individuals
Estate Planning
Retirement
Wealth
Financial Advisory
SIPP
Protection
Critical Illness
Savings
Investment Strategies
Personal Finance
Portfolio Management
Asset Management
Financial Planning
Financial Services
Asset Allocation
Rachel Burrows Summary
Rachel Burrows, based in Loughborough, GB, is currently a Managing Director at Chesterton House Financial Planning Ltd. Rachel Burrows brings experience from previous roles at Chesterton House Financial Planning Ltd, The Superbia Group, Furnley House and Chartered Insurance Institute. Rachel Burrows holds a 2013 - 2013 Certified Financial Planner CM @ Institute of Financial Planning. With a robust skill set that includes Trusts, Tax, Financial Planners, Cash Flow, Inheritance Tax Planning and more. Rachel Burrows has 1 emails and 1 mobile phone numbers on RocketReach.
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