Site Logo
Site Logo
Rachel Efetha

Rachel Efetha

Chartered Financial Designer

LocationIcon

Northamptonshire

About me

Rachel has nearly 30 years’ experience in Financial Services, with the last 21 years advising clients. She advises on a holistic basis but particularly enjoys Cashflow Planning to see when her clients can afford to retire, and has reduced grown men to tears twice by telling them they could afford to resign right now. As a divorcee herself, Rachel loves coaching women going through divorce to take financial control, and has successfully argued with solicitors to gain her clients a much bigger slice of the pension pie.

My details

I like helping people on:

TickYesIcon

Pensions - I’m approaching retirement

TickYesIcon

Pensions – I’m getting started

TickYesIcon

Pensions – I’m retired

TickYesIcon

Divorce

My qualifications:

TickYesIcon

Chartered Financial Planner

My charging model:

TickYesIcon

Fixed £ fee