Rachel Harte's Location
Leeds, GB
Rachel Harte's Work
- Head Of Financial Coaching @ Claro Wellbeing
- Young People's Life Coach @ Flourished Minds Ltd
- Chartered Financial Planner @ abrdn
- Chartered Financial Planner @ Pearson Jones PLC (now 1825 Financial Planning)
- Paraplanner @ Drinnan & Associates
Rachel Harte's Education
- Chartered Insurance Institute
Chartered Financial Planner (Finance)
2006 - 2011 - Newcastle University
Bachelor's Degree (Business Management)
2001 - 2004
Rachel Harte's Skills
- SIPP
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Income Protection
- Inheritance Tax Planning
- Investments
- Pensions
- Investment Strategies
- Microsoft Excel
Rachel Harte's Summary
Rachel Harte, based in Leeds, GB, is currently a Head Of Financial Coaching at Claro Wellbeing, bringing experience from previous roles at Flourished Minds Ltd, 1825 Financial Planning, Pearson Jones PLC (now 1825 Financial Planning) and Drinnan & Associates. Rachel Harte holds a 2006 - 2011 Chartered Financial Planner in Finance @ Chartered Insurance Institute. With a robust skill set that includes SIPP, Wealth Management, Strategic Financial Planning, Retirement Planning, Income Protection and more, Rachel Harte contributes valuable insights to the industry. Rachel Harte has 2 emails on RocketReach.
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