Rachel Burrows Email & Phone Number
Managing Director @ Chesterton House
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Rachel Burrows Location
- Loughborough, GB
Rachel Burrows Work
- Managing Director @ (July 2024 - Present)
- Head of Proposition @ (June 2022 - July 2024)
- Project Director @ (March 2021 - January 2022)
- Operations Director @ (October 2019 - August 2022)
- Examiner @ (April 2012 - January 2022)
- Operations Director @ (July 2010 - July 2019)
- Technical Adviser @ (July 2008 - June 2010)
- Paraplanner @ Chesterton House Financial Planning (January 2004 - December 2008)
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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