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Rachael McPherson

Financial Planning Technician
Nottingham
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Rachael is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth management solutions for our clients and handling client queries. Rachael has worked in the industry for over 10 years, bringing with her a wealth of knowledge and experience.

Qualifications:

  • Investment Advice Diploma
  • Certificate in Financial Planning

Memberships:

  • The Chartered Insurance Institute (CII)
  • The Chartered Institute of Securities and Investment (CISI)

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